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 | $418,906 | $138,044+203.5% | $125,339+234.2% | $134,475+211.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -17.59% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,592 | $5,243-50.6% | $4,814-46.2% | $4,740-45.3% |
| Participant deferral / active EE | $11,359 | $7,799+45.7% | $7,446+52.5% | $6,400+77.5% |
| Admin fee / account holder | $1,657 | $11,571-85.7% | $10,010-83.4% | $11,426-85.5% |