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 | $403,289 | $129,942+210.4% | $104,294+286.7% | $134,475+199.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.67% | 42.03%-58.7pp | 24.61%-41.3pp | 417.96%-434.6pp |
| Employer contribution / active EE | $5,205 | $4,184+24.4% | $3,372+54.4% | $4,740+9.8% |
| Participant deferral / active EE | $19,057 | $5,588+241.0% | $4,625+312.0% | $6,400+197.8% |
| Admin fee / account holder | $1,918 | $9,323-79.4% | $7,339-73.9% | $11,426-83.2% |