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 | $300,791 | $138,065+117.9% | $123,544+143.5% | $135,375+122.2% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -2.36% | 153.68%-156.0pp | 119.20%-121.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,776 | $5,151-46.1% | $4,628-40.0% | $4,779-41.9% |
| Participant deferral / active EE | $11,373 | $6,799+67.3% | $6,426+77.0% | $5,609+102.8% |
| Admin fee / account holder | $13,800 | $10,916+26.4% | $9,284+48.6% | $10,827+27.5% |