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 | $255,040 | $167,307+52.4% | $143,757+77.4% | $134,475+89.7% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -10.89% | 0.46%-11.3pp | -0.04%-10.8pp | 417.96%-428.9pp |
| Employer contribution / active EE | $9,702 | $5,619+72.7% | $4,951+96.0% | $4,740+104.7% |
| Participant deferral / active EE | $9,358 | $6,446+45.2% | $5,637+66.0% | $6,400+46.2% |
| Admin fee / account holder | $11,618 | $18,088-35.8% | $14,673-20.8% | $11,426+1.7% |