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 | $271,913 | $138,065+96.9% | $123,544+120.1% | $135,375+100.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.37% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,084 | $5,151-59.5% | $4,628-55.0% | $4,779-56.4% |
| Participant deferral / active EE | $11,928 | $6,799+75.4% | $6,426+85.6% | $5,609+112.7% |
| Admin fee / account holder | $10,757 | $10,916-1.5% | $9,284+15.9% | $10,827-0.7% |