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 | $261,253 | $138,044+89.3% | $125,339+108.4% | $134,475+94.3% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -15.49% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,829 | $5,243-27.0% | $4,814-20.5% | $4,740-19.2% |
| Participant deferral / active EE | $8,683 | $7,799+11.3% | $7,446+16.6% | $6,400+35.7% |
| Admin fee / account holder | $6,543 | $11,571-43.5% | $10,010-34.6% | $11,426-42.7% |