See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $605,697 | $177,572+241.1% | $154,803+291.3% | $142,382+325.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 14.97% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $8,152 | $4,810+69.5% | $4,305+89.3% | $4,299+89.6% |
| Participant deferral / active EE | $5,282 | $6,272-15.8% | $5,540-4.7% | $6,507-18.8% |
| Admin fee / account holder | $1,900 | $16,786-88.7% | $14,329-86.7% | $12,624-85.0% |