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 | $263,994 | $167,484+57.6% | $151,611+74.1% | $134,475+96.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.89% | 7.80%-21.7pp | 3.33%-17.2pp | 417.96%-431.9pp |
| Employer contribution / active EE | $29,149 | $6,829+326.8% | $6,166+372.7% | $4,740+515.0% |
| Participant deferral / active EE | $21,800 | $8,986+142.6% | $8,363+160.7% | $6,400+240.6% |
| Admin fee / account holder | $718 | $13,783-94.8% | $11,616-93.8% | $11,426-93.7% |