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 | $287,118 | $82,664+247.3% | $125,339+129.1% | $68,494+319.2% |
| Participation rate | 87.8% | 75.0%+12.7pp | 82.4%+5.4pp | 67.9%+19.9pp |
| Annual return | -14.86% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $8,229 | $3,381+143.4% | $4,814+71.0% | $2,596+217.0% |
| Participant deferral / active EE | $9,869 | $6,110+61.5% | $7,446+32.5% | $4,027+145.1% |
| Admin fee / account holder | $16,906 | $6,275+169.4% | $10,010+68.9% | $5,403+212.9% |