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 9-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 | $480,945 | $133,958+259.0% | $112,228+328.5% | $134,475+257.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.39% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $4,853 | $4,038+20.2% | $3,635+33.5% | $4,740+2.4% |
| Participant deferral / active EE | $20,900 | $5,291+295.0% | $4,728+342.0% | $6,400+226.6% |
| Admin fee / account holder | $620 | $7,489-91.7% | $6,410-90.3% | $11,426-94.6% |