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 | $321,057 | $92,703+246.3% | $82,719+288.1% | $134,475+138.7% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -13.28% | 944.92%-958.2pp | 701.18%-714.5pp | 417.96%-431.2pp |
| Employer contribution / active EE | $5,451 | $3,274+66.5% | $3,009+81.2% | $4,740+15.0% |
| Participant deferral / active EE | $10,987 | $4,802+128.8% | $4,395+150.0% | $6,400+71.7% |
| Admin fee / account holder | $1,802 | $5,983-69.9% | $5,329-66.2% | $11,426-84.2% |