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 | $443,219 | $142,344+211.4% | $119,609+270.6% | $134,475+229.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.48% | -12.44%-3.0pp | -14.97%-0.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,332 | $5,222-55.3% | $4,232-44.9% | $4,740-50.8% |
| Participant deferral / active EE | $5,963 | $6,469-7.8% | $5,602+6.4% | $6,400-6.8% |
| Admin fee / account holder | $11,566 | $13,584-14.9% | $10,323+12.0% | $11,426+1.2% |