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 | $582,395 | $105,126+454.0% | $94,646+515.3% | $139,434+317.7% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 17.86% | 38.03%-20.2pp | 156.71%-138.8pp | 372.94%-355.1pp |
| Employer contribution / active EE | $4,031 | $4,106-1.8% | $3,672+9.8% | $4,751-15.1% |
| Participant deferral / active EE | $16,644 | $7,599+119.0% | $7,418+124.4% | $6,710+148.0% |
| Admin fee / account holder | $2,106 | $8,984-76.6% | $7,231-70.9% | $11,403-81.5% |