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 | $491,545 | $167,307+193.8% | $143,757+241.9% | $134,475+265.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.04% | 0.46%-20.5pp | -0.04%-20.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,825 | $5,619-14.1% | $4,951-2.5% | $4,740+1.8% |
| Participant deferral / active EE | $18,293 | $6,446+183.8% | $5,637+224.5% | $6,400+185.8% |
| Admin fee / account holder | $1,587 | $18,088-91.2% | $14,673-89.2% | $11,426-86.1% |