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 | $518,612 | $133,958+287.1% | $112,228+362.1% | $134,475+285.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.94% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $20,177 | $4,038+399.7% | $3,635+455.1% | $4,740+325.7% |
| Participant deferral / active EE | $12,820 | $5,291+142.3% | $4,728+171.2% | $6,400+100.3% |
| Admin fee / account holder | $32,532 | $7,489+334.4% | $6,410+407.5% | $11,426+184.7% |