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 | $268,503 | $135,635+98.0% | $110,238+143.6% | $135,375+98.3% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -4.33% | 513.19%-517.5pp | 314.74%-319.1pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,605 | $4,906-67.3% | $3,826-58.1% | $4,779-66.4% |
| Participant deferral / active EE | $3,210 | $5,506-41.7% | $4,672-31.3% | $5,609-42.8% |
| Admin fee / account holder | $52,087 | $11,457+354.6% | $8,547+509.4% | $10,827+381.1% |