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 | $406,882 | $167,484+142.9% | $151,611+168.4% | $134,475+202.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.09% | 7.80%-23.9pp | 3.33%-19.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $16,918 | $6,829+147.7% | $6,166+174.4% | $4,740+256.9% |
| Participant deferral / active EE | $13,516 | $8,986+50.4% | $8,363+61.6% | $6,400+111.2% |
| Admin fee / account holder | $14,862 | $13,783+7.8% | $11,616+27.9% | $11,426+30.1% |