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 | $786,451 | $201,272+290.7% | $184,203+326.9% | $145,922+439.0% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.2pp |
| Annual return | 51.88% | 29.00%+22.9pp | 28.81%+23.1pp | 561.29%-509.4pp |
| Employer contribution / active EE | $22,882 | $7,022+225.9% | $6,427+256.0% | $4,660+391.1% |
| Participant deferral / active EE | $19,175 | $9,806+95.5% | $9,131+110.0% | $6,688+186.7% |
| Admin fee / account holder | $1,746 | $16,364-89.3% | $13,901-87.4% | $13,397-87.0% |