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 | $263,164 | $97,044+171.2% | $83,333+215.8% | $135,375+94.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.63% | 12.31%-20.9pp | 10.63%-19.3pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,477 | $4,143-40.2% | $3,379-26.7% | $4,779-48.2% |
| Participant deferral / active EE | $11,053 | $5,964+85.3% | $5,565+98.6% | $5,609+97.1% |
| Admin fee / account holder | $2,107 | $8,380-74.9% | $7,510-71.9% | $10,827-80.5% |