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 | $329,077 | $95,193+245.7% | $76,523+330.0% | $135,375+143.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.17% | 4.85%-14.0pp | -0.27%-8.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $16,667 | $3,302+404.7% | $2,647+529.6% | $4,779+248.8% |
| Participant deferral / active EE | $17,200 | $4,639+270.7% | $3,835+348.4% | $5,609+206.7% |
| Admin fee / account holder | $319 | $6,249-94.9% | $4,848-93.4% | $10,827-97.1% |