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 6-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 | $522,743 | $209,832+149.1% | $189,513+175.8% | $167,490+212.1% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 25.92% | 748.27%-722.4pp | 555.15%-529.2pp | 478.56%-452.6pp |
| Employer contribution / active EE | $2,239 | $6,914-67.6% | $6,162-63.7% | $4,837-53.7% |
| Participant deferral / active EE | $8,530 | $8,935-4.5% | $8,221+3.8% | $6,341+34.5% |
| Admin fee / account holder | $635 | $14,293-95.6% | $12,045-94.7% | $12,309-94.8% |