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 | $563,252 | $183,963+206.2% | $162,163+247.3% | $152,861+268.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 18.83% | 150.76%-131.9pp | 115.59%-96.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,426 | $6,371-61.9% | $5,614-56.8% | $4,762-49.1% |
| Participant deferral / active EE | $5,086 | $8,034-36.7% | $7,298-30.3% | $5,850-13.1% |
| Admin fee / account holder | $2,180 | $13,121-83.4% | $10,843-79.9% | $11,596-81.2% |