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 | $325,954 | $175,600+85.6% | $129,110+152.5% | $134,475+142.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.71% | -11.39%-5.3pp | -10.94%-5.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $28,561 | $6,355+349.4% | $5,052+465.4% | $4,740+502.6% |
| Participant deferral / active EE | $18,898 | $7,975+137.0% | $6,542+188.9% | $6,400+195.3% |
| Admin fee / account holder | $39,388 | $23,567+67.1% | $14,302+175.4% | $11,426+244.7% |