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 | $271,805 | $133,958+102.9% | $112,228+142.2% | $134,475+102.1% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -15.11% | 47.11%-62.2pp | 27.45%-42.6pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,976 | $4,038-51.1% | $3,635-45.6% | $4,740-58.3% |
| Participant deferral / active EE | $7,772 | $5,291+46.9% | $4,728+64.4% | $6,400+21.4% |
| Admin fee / account holder | $14,458 | $7,489+93.1% | $6,410+125.6% | $11,426+26.5% |