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 | $320,700 | $97,044+230.5% | $83,333+284.8% | $135,375+136.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.99% | 12.31%-19.3pp | 10.63%-17.6pp | 519.73%-526.7pp |
| Employer contribution / active EE | $15,634 | $4,143+277.4% | $3,379+362.7% | $4,779+227.2% |
| Participant deferral / active EE | $13,528 | $5,964+126.8% | $5,565+143.1% | $5,609+141.2% |
| Admin fee / account holder | $3,435 | $8,380-59.0% | $7,510-54.3% | $10,827-68.3% |