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 | $547,021 | $183,963+197.4% | $162,163+237.3% | $152,861+257.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 28.55% | 150.76%-122.2pp | 115.59%-87.0pp | 345.32%-316.8pp |
| Employer contribution / active EE | $18,325 | $6,371+187.6% | $5,614+226.4% | $4,762+284.8% |
| Participant deferral / active EE | $7,891 | $8,034-1.8% | $7,298+8.1% | $5,850+34.9% |
| Admin fee / account holder | $99,139 | $13,121+655.5% | $10,843+814.3% | $11,596+754.9% |