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 | $331,174 | $167,484+97.7% | $151,611+118.4% | $134,475+146.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -20.71% | 7.80%-28.5pp | 3.33%-24.0pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,290 | $6,829-51.8% | $6,166-46.6% | $4,740-30.6% |
| Participant deferral / active EE | $6,440 | $8,986-28.3% | $8,363-23.0% | $6,400+0.6% |
| Admin fee / account holder | $1,013 | $13,783-92.7% | $11,616-91.3% | $11,426-91.1% |