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 | $412,132 | $105,860+289.3% | $90,749+354.1% | $134,475+206.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.41% | -11.01%-2.4pp | -12.16%-1.2pp | 417.96%-431.4pp |
| Employer contribution / active EE | $6,440 | $3,462+86.0% | $2,921+120.5% | $4,740+35.9% |
| Participant deferral / active EE | $9,884 | $5,216+89.5% | $4,564+116.6% | $6,400+54.4% |
| Admin fee / account holder | $5,280 | $13,938-62.1% | $8,445-37.5% | $11,426-53.8% |