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 | $725,046 | $82,286+781.1% | $68,791+954.0% | $134,475+439.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.73% | -2.19%-17.5pp | -6.38%-13.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $15,192 | $3,301+360.3% | $2,655+472.2% | $4,740+220.5% |
| Participant deferral / active EE | $9,350 | $4,739+97.3% | $3,941+137.2% | $6,400+46.1% |
| Admin fee / account holder | $7,260 | $6,481+12.0% | $4,932+47.2% | $11,426-36.5% |