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 | $563,857 | $210,648+167.7% | $177,989+216.8% | $145,922+286.4% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 18.80% | 385.86%-367.1pp | 294.48%-275.7pp | 561.29%-542.5pp |
| Employer contribution / active EE | $4,379 | $4,565-4.1% | $3,949+10.9% | $4,660-6.0% |
| Participant deferral / active EE | $7,563 | $6,958+8.7% | $6,276+20.5% | $6,688+13.1% |
| Admin fee / account holder | $625 | $12,013-94.8% | $10,363-94.0% | $13,397-95.3% |