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 | $522,829 | $217,402+140.5% | $185,823+181.4% | $167,490+212.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.76% | 148.36%-121.6pp | 122.05%-95.3pp | 478.56%-451.8pp |
| Employer contribution / active EE | $2,850 | $5,873-51.5% | $5,167-44.9% | $4,837-41.1% |
| Participant deferral / active EE | $12,656 | $6,356+99.1% | $5,568+127.3% | $6,341+99.6% |
| Admin fee / account holder | $4,101 | $19,811-79.3% | $16,237-74.7% | $12,309-66.7% |