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 | $375,069 | $180,449+107.9% | $154,107+143.4% | $135,375+177.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 18.55% | 888.09%-869.5pp | 735.12%-716.6pp | 519.73%-501.2pp |
| Employer contribution / active EE | $2,868 | $6,035-52.5% | $5,298-45.9% | $4,779-40.0% |
| Participant deferral / active EE | $8,148 | $5,806+40.3% | $5,081+60.4% | $5,609+45.3% |
| Admin fee / account holder | $34,276 | $16,143+112.3% | $13,411+155.6% | $10,827+216.6% |