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 | $416,430 | $180,449+130.8% | $154,107+170.2% | $135,375+207.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.82% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.6pp |
| Employer contribution / active EE | $11,993 | $6,035+98.7% | $5,298+126.4% | $4,779+151.0% |
| Participant deferral / active EE | $10,939 | $5,806+88.4% | $5,081+115.3% | $5,609+95.0% |
| Admin fee / account holder | $2,518 | $16,143-84.4% | $13,411-81.2% | $10,827-76.7% |