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 | $337,123 | $142,344+136.8% | $119,609+181.9% | $134,475+150.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.50% | -12.44%-0.1pp | -14.97%+2.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $3,682 | $5,222-29.5% | $4,232-13.0% | $4,740-22.3% |
| Participant deferral / active EE | $18,760 | $6,469+190.0% | $5,602+234.9% | $6,400+193.1% |
| Admin fee / account holder | $97,230 | $13,584+615.8% | $10,323+841.8% | $11,426+751.0% |