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 | $486,710 | $142,344+241.9% | $119,609+306.9% | $134,475+261.9% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -9.75% | -12.44%+2.7pp | -14.97%+5.2pp | 417.96%-427.7pp |
| Employer contribution / active EE | $9,208 | $5,222+76.3% | $4,232+117.6% | $4,740+94.3% |
| Participant deferral / active EE | $12,536 | $6,469+93.8% | $5,602+123.8% | $6,400+95.9% |
| Admin fee / account holder | $2,649 | $13,584-80.5% | $10,323-74.3% | $11,426-76.8% |