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 | $341,285 | $92,703+268.2% | $82,719+312.6% | $134,475+153.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.19% | 944.92%-962.1pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,885 | $3,274+49.2% | $3,009+62.3% | $4,740+3.1% |
| Participant deferral / active EE | $6,538 | $4,802+36.1% | $4,395+48.8% | $6,400+2.2% |
| Admin fee / account holder | $5,905 | $5,983-1.3% | $5,329+10.8% | $11,426-48.3% |