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 | $266,635 | $95,971+177.8% | $74,550+257.7% | $135,375+97.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.46% | 56.96%-58.4pp | 32.53%-34.0pp | 519.73%-521.2pp |
| Employer contribution / active EE | $15,512 | $2,716+471.1% | $1,961+691.1% | $4,779+224.6% |
| Participant deferral / active EE | $4,582 | $3,843+19.2% | $3,108+47.4% | $5,609-18.3% |
| Admin fee / account holder | $4,711 | $6,522-27.8% | $5,060-6.9% | $10,827-56.5% |