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 | $271,155 | $167,307+62.1% | $143,757+88.6% | $134,475+101.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.08% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,375 | $5,619-57.7% | $4,951-52.0% | $4,740-49.9% |
| Participant deferral / active EE | $7,414 | $6,446+15.0% | $5,637+31.5% | $6,400+15.8% |
| Admin fee / account holder | $27,178 | $18,088+50.3% | $14,673+85.2% | $11,426+137.9% |