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 | $496,654 | $90,600+448.2% | $79,464+525.0% | $135,375+266.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.04% | 977.43%-978.5pp | 718.14%-719.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $3,814 | $3,068+24.3% | $2,800+36.2% | $4,779-20.2% |
| Participant deferral / active EE | $12,250 | $4,050+202.4% | $3,704+230.7% | $5,609+118.4% |
| Admin fee / account holder | $1,320 | $5,907-77.7% | $5,113-74.2% | $10,827-87.8% |