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 | $271,985 | $135,635+100.5% | $110,238+146.7% | $135,375+100.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.16% | 513.19%-518.3pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $22,033 | $4,906+349.1% | $3,826+475.8% | $4,779+361.1% |
| Participant deferral / active EE | $6,968 | $5,506+26.5% | $4,672+49.1% | $5,609+24.2% |
| Admin fee / account holder | $2,819 | $11,457-75.4% | $8,547-67.0% | $10,827-74.0% |