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 | $267,604 | $158,817+68.5% | $121,196+120.8% | $135,375+97.7% |
| Participation rate | 88.2% | 79.3%+8.9pp | 71.7%+16.5pp | 82.6%+5.6pp |
| Annual return | -7.00% | -0.64%-6.4pp | 16.93%-23.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $4,706 | $5,665-16.9% | $4,022+17.0% | $4,779-1.5% |
| Participant deferral / active EE | $10,470 | $4,005+161.4% | $3,344+213.1% | $5,609+86.7% |
| Admin fee / account holder | $35,304 | $6,512+442.1% | $5,019+603.4% | $10,827+226.1% |