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 7-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 | $283,367 | $92,703+205.7% | $82,719+242.6% | $134,475+110.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -15.87% | 944.92%-960.8pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $11,760 | $3,274+259.2% | $3,009+290.8% | $4,740+148.1% |
| Participant deferral / active EE | $16,246 | $4,802+238.3% | $4,395+269.6% | $6,400+153.9% |
| Admin fee / account holder | $397 | $5,983-93.4% | $5,329-92.5% | $11,426-96.5% |