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 | $351,644 | $138,065+154.7% | $123,544+184.6% | $135,375+159.8% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -5.16% | 153.68%-158.8pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $4,466 | $5,151-13.3% | $4,628-3.5% | $4,779-6.5% |
| Participant deferral / active EE | $8,578 | $6,799+26.2% | $6,426+33.5% | $5,609+52.9% |
| Admin fee / account holder | $2,767 | $10,916-74.7% | $9,284-70.2% | $10,827-74.4% |