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 | $271,617 | $133,958+102.8% | $112,228+142.0% | $134,475+102.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.19% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,207 | $4,038+4.2% | $3,635+15.8% | $4,740-11.2% |
| Participant deferral / active EE | $19,349 | $5,291+265.7% | $4,728+309.2% | $6,400+202.3% |
| Admin fee / account holder | $2,001 | $7,489-73.3% | $6,410-68.8% | $11,426-82.5% |