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 | $525,708 | $158,817+231.0% | $121,196+333.8% | $135,375+288.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -2.39% | -0.64%-1.8pp | 16.93%-19.3pp | 519.73%-522.1pp |
| Employer contribution / active EE | $20,350 | $5,665+259.2% | $4,022+406.0% | $4,779+325.8% |
| Participant deferral / active EE | $19,271 | $4,005+381.2% | $3,344+476.2% | $5,609+243.6% |
| Admin fee / account holder | $9,997 | $6,512+53.5% | $5,019+99.2% | $10,827-7.7% |