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 | $352,681 | $133,958+163.3% | $112,228+214.3% | $134,475+162.3% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -13.54% | 47.11%-60.7pp | 27.45%-41.0pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,051 | $4,038-24.5% | $3,635-16.1% | $4,740-35.6% |
| Participant deferral / active EE | $5,885 | $5,291+11.2% | $4,728+24.5% | $6,400-8.0% |
| Admin fee / account holder | $3,437 | $7,489-54.1% | $6,410-46.4% | $11,426-69.9% |