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 | $341,748 | $100,754+239.2% | $86,677+294.3% | $134,475+154.1% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -16.87% | 29.04%-45.9pp | 35.91%-52.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,453 | $5,338+77.1% | $4,656+103.1% | $6,400+47.7% |
| Admin fee / account holder | $38,292 | $10,926+250.5% | $7,493+411.0% | $11,426+235.1% |