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 | $630,713 | $202,318+211.7% | $172,739+265.1% | $152,861+312.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 18.75% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $9,529 | $5,856+62.7% | $5,143+85.3% | $4,762+100.1% |
| Participant deferral / active EE | $8,288 | $5,948+39.3% | $5,198+59.5% | $5,850+41.7% |
| Admin fee / account holder | $725 | $17,109-95.8% | $13,954-94.8% | $11,596-93.8% |