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 | $716,826 | $158,398+352.5% | $126,539+466.5% | $142,382+403.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 19.73% | 593.76%-574.0pp | 425.95%-406.2pp | 217.08%-197.3pp |
| Employer contribution / active EE | $10,992 | $4,650+136.4% | $3,674+199.2% | $4,299+155.7% |
| Participant deferral / active EE | $13,805 | $4,767+189.6% | $4,083+238.1% | $6,507+112.1% |
| Admin fee / account holder | $4,235 | $6,918-38.8% | $6,065-30.2% | $12,624-66.5% |