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 | $272,009 | $138,065+97.0% | $123,544+120.2% | $135,375+100.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.03% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $3,527 | $5,151-31.5% | $4,628-23.8% | $4,779-26.2% |
| Participant deferral / active EE | $8,253 | $6,799+21.4% | $6,426+28.4% | $5,609+47.1% |
| Admin fee / account holder | $60,152 | $10,916+451.1% | $9,284+547.9% | $10,827+455.6% |