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 | $277,399 | $133,958+107.1% | $112,228+147.2% | $134,475+106.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -18.36% | 47.11%-65.5pp | 27.45%-45.8pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,071 | $4,038-23.9% | $3,635-15.5% | $4,740-35.2% |
| Participant deferral / active EE | $11,036 | $5,291+108.6% | $4,728+133.4% | $6,400+72.4% |
| Admin fee / account holder | $2,176 | $7,489-70.9% | $6,410-66.1% | $11,426-81.0% |