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 | $506,592 | $183,963+175.4% | $162,163+212.4% | $152,861+231.4% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 20.88% | 150.76%-129.9pp | 115.59%-94.7pp | 345.32%-324.4pp |
| Employer contribution / active EE | $20,120 | $6,371+215.8% | $5,614+258.4% | $4,762+322.5% |
| Participant deferral / active EE | $16,340 | $8,034+103.4% | $7,298+123.9% | $5,850+179.3% |
| Admin fee / account holder | $3,711 | $13,121-71.7% | $10,843-65.8% | $11,596-68.0% |