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 | $507,253 | $138,065+267.4% | $123,544+310.6% | $135,375+274.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.77% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $22,554 | $5,151+337.8% | $4,628+387.4% | $4,779+372.0% |
| Participant deferral / active EE | $13,500 | $6,799+98.6% | $6,426+110.1% | $5,609+140.7% |
| Admin fee / account holder | $4,965 | $10,916-54.5% | $9,284-46.5% | $10,827-54.1% |