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 | $252,394 | $140,588+79.5% | $123,104+105.0% | $125,391+101.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.70% | 16.80%-19.5pp | 13.22%-15.9pp | 282.22%-284.9pp |
| Employer contribution / active EE | $10,600 | $6,041+75.5% | $5,151+105.8% | $4,866+117.8% |
| Participant deferral / active EE | $9,000 | $6,980+28.9% | $6,230+44.5% | $5,352+68.2% |
| Admin fee / account holder | $3,451 | $11,198-69.2% | $9,015-61.7% | $9,540-63.8% |