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 | $387,537 | $190,805+103.1% | $159,960+142.3% | $134,475+188.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.86% | 552.23%-568.1pp | 408.60%-424.5pp | 417.96%-433.8pp |
| Employer contribution / active EE | $6,785 | $4,995+35.8% | $4,226+60.6% | $4,740+43.2% |
| Participant deferral / active EE | $15,038 | $6,923+117.2% | $6,182+143.2% | $6,400+135.0% |
| Admin fee / account holder | $41,357 | $10,471+295.0% | $8,698+375.5% | $11,426+262.0% |