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 | $254,960 | $100,754+153.1% | $86,677+194.2% | $134,475+89.6% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -10.93% | 29.04%-40.0pp | 35.91%-46.8pp | 417.96%-428.9pp |
| Employer contribution / active EE | $19,551 | $3,489+460.3% | $2,836+589.3% | $4,740+312.5% |
| Participant deferral / active EE | $12,825 | $5,338+140.3% | $4,656+175.5% | $6,400+100.4% |
| Admin fee / account holder | $7,053 | $10,926-35.5% | $7,493-5.9% | $11,426-38.3% |