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 | $293,913 | $144,119+103.9% | $117,854+149.4% | $147,584+99.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 19.61% | 531.15%-511.5pp | 335.08%-315.5pp | 578.55%-558.9pp |
| Employer contribution / active EE | $7,543 | $4,896+54.1% | $3,786+99.2% | $4,876+54.7% |
| Participant deferral / active EE | $12,391 | $5,316+133.1% | $4,482+176.5% | $5,439+127.8% |
| Admin fee / account holder | $1,409 | $10,886-87.1% | $8,020-82.4% | $10,885-87.1% |