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 | $333,104 | $190,805+74.6% | $159,960+108.2% | $134,475+147.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.07% | 552.23%-566.3pp | 408.60%-422.7pp | 417.96%-432.0pp |
| Employer contribution / active EE | $6,668 | $4,995+33.5% | $4,226+57.8% | $4,740+40.7% |
| Participant deferral / active EE | $12,720 | $6,923+83.7% | $6,182+105.7% | $6,400+98.8% |
| Admin fee / account holder | $837 | $10,471-92.0% | $8,698-90.4% | $11,426-92.7% |