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 | $384,097 | $95,862+300.7% | $79,550+382.8% | $134,475+185.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | 183.45% | -2.69%+186.1pp | 0.16%+183.3pp | 417.96%-234.5pp |
| Employer contribution / active EE | $1,422 | $3,128-54.5% | $2,413-41.1% | $4,740-70.0% |
| Participant deferral / active EE | $2,385 | $4,693-49.2% | $3,985-40.1% | $6,400-62.7% |
| Admin fee / account holder | $2,617 | $9,126-71.3% | $6,832-61.7% | $11,426-77.1% |