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 | $262,842 | $167,484+56.9% | $151,611+73.4% | $134,475+95.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.98% | 7.80%-28.8pp | 3.33%-24.3pp | 417.96%-438.9pp |
| Employer contribution / active EE | $18,921 | $6,829+177.1% | $6,166+206.9% | $4,740+299.2% |
| Participant deferral / active EE | $19,878 | $8,986+121.2% | $8,363+137.7% | $6,400+210.6% |
| Admin fee / account holder | $561 | $13,783-95.9% | $11,616-95.2% | $11,426-95.1% |