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 | $373,362 | $97,044+284.7% | $83,333+348.0% | $135,375+175.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.89% | 12.31%-16.2pp | 10.63%-14.5pp | 519.73%-523.6pp |
| Employer contribution / active EE | $14,532 | $4,143+250.8% | $3,379+330.1% | $4,779+204.1% |
| Participant deferral / active EE | $8,167 | $5,964+36.9% | $5,565+46.8% | $5,609+45.6% |
| Admin fee / account holder | $374 | $8,380-95.5% | $7,510-95.0% | $10,827-96.5% |