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 | $386,825 | $147,167+162.8% | $111,392+247.3% | $135,375+185.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -6.10% | -4.44%-1.7pp | -2.06%-4.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $17,179 | $5,204+230.1% | $4,328+296.9% | $4,779+259.5% |
| Participant deferral / active EE | $13,367 | $6,565+103.6% | $5,567+140.1% | $5,609+138.3% |
| Admin fee / account holder | $2,085 | $20,270-89.7% | $12,266-83.0% | $10,827-80.7% |