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 | $283,948 | $129,942+118.5% | $104,294+172.3% | $134,475+111.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.40% | 42.03%-55.4pp | 24.61%-38.0pp | 417.96%-431.4pp |
| Employer contribution / active EE | $26,971 | $4,184+544.6% | $3,372+699.9% | $4,740+469.1% |
| Participant deferral / active EE | $10,800 | $5,588+93.3% | $4,625+133.5% | $6,400+68.8% |
| Admin fee / account holder | $11,069 | $9,323+18.7% | $7,339+50.8% | $11,426-3.1% |