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 | $584,039 | $148,534+293.2% | $135,903+329.7% | $139,434+318.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 36.41% | 79.19%-42.8pp | 68.23%-31.8pp | 372.94%-336.5pp |
| Employer contribution / active EE | $5,367 | $5,243+2.4% | $4,856+10.5% | $4,751+13.0% |
| Participant deferral / active EE | $15,364 | $8,100+89.7% | $7,758+98.0% | $6,710+129.0% |
| Admin fee / account holder | $61,334 | $12,400+394.6% | $10,762+469.9% | $11,403+437.9% |