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 | $377,290 | $138,065+173.3% | $123,544+205.4% | $135,375+178.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.67% | 153.68%-154.4pp | 119.20%-119.9pp | 519.73%-520.4pp |
| Employer contribution / active EE | $13,610 | $5,151+164.2% | $4,628+194.1% | $4,779+184.8% |
| Participant deferral / active EE | $5,386 | $6,799-20.8% | $6,426-16.2% | $5,609-4.0% |
| Admin fee / account holder | $10,229 | $10,916-6.3% | $9,284+10.2% | $10,827-5.5% |