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 | $282,646 | $100,754+180.5% | $86,677+226.1% | $134,475+110.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.15% | 29.04%-42.2pp | 35.91%-49.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $9,153 | $3,489+162.3% | $2,836+222.7% | $4,740+93.1% |
| Participant deferral / active EE | $6,652 | $5,338+24.6% | $4,656+42.9% | $6,400+3.9% |
| Admin fee / account holder | $4,572 | $10,926-58.2% | $7,493-39.0% | $11,426-60.0% |