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 | $482,918 | $176,377+173.8% | $134,143+260.0% | $158,922+203.9% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 11.16% | 63.63%-52.5pp | 36.33%-25.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $3,158 | $5,040-37.3% | $3,704-14.7% | $4,761-33.7% |
| Participant deferral / active EE | $16,488 | $4,091+303.0% | $3,499+371.2% | $5,982+175.6% |
| Admin fee / account holder | $59,873 | $8,718+586.8% | $6,684+795.7% | $11,246+432.4% |