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 | $517,807 | $95,862+440.2% | $79,550+550.9% | $134,475+285.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -5.89% | -2.69%-3.2pp | 0.16%-6.1pp | 417.96%-423.9pp |
| Employer contribution / active EE | $31,992 | $3,128+922.8% | $2,413+1225.8% | $4,740+575.0% |
| Participant deferral / active EE | $5,014 | $4,693+6.8% | $3,985+25.8% | $6,400-21.6% |
| Admin fee / account holder | $22,537 | $9,126+147.0% | $6,832+229.9% | $11,426+97.2% |