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 | $292,316 | $95,971+204.6% | $74,550+292.1% | $135,375+115.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.18% | 56.96%-61.1pp | 32.53%-36.7pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,065 | $2,716-24.0% | $1,961+5.3% | $4,779-56.8% |
| Participant deferral / active EE | $11,622 | $3,843+202.4% | $3,108+273.9% | $5,609+107.2% |
| Admin fee / account holder | $2,699 | $6,522-58.6% | $5,060-46.7% | $10,827-75.1% |