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 | $326,707 | $142,344+129.5% | $119,609+173.1% | $134,475+143.0% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -9.66% | -12.44%+2.8pp | -14.97%+5.3pp | 417.96%-427.6pp |
| Employer contribution / active EE | $2,508 | $5,222-52.0% | $4,232-40.7% | $4,740-47.1% |
| Participant deferral / active EE | $5,267 | $6,469-18.6% | $5,602-6.0% | $6,400-17.7% |
| Admin fee / account holder | $7,609 | $13,584-44.0% | $10,323-26.3% | $11,426-33.4% |