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 | $695,823 | $135,635+413.0% | $110,238+531.2% | $135,375+414.0% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -1.04% | 513.19%-514.2pp | 314.74%-315.8pp | 519.73%-520.8pp |
| Employer contribution / active EE | $3,264 | $4,906-33.5% | $3,826-14.7% | $4,779-31.7% |
| Participant deferral / active EE | $6,919 | $5,506+25.7% | $4,672+48.1% | $5,609+23.4% |
| Admin fee / account holder | $3,707 | $11,457-67.6% | $8,547-56.6% | $10,827-65.8% |