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 | $644,043 | $167,307+284.9% | $143,757+348.0% | $134,475+378.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.19% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $13,235 | $5,619+135.5% | $4,951+167.3% | $4,740+179.2% |
| Participant deferral / active EE | $7,674 | $6,446+19.1% | $5,637+36.1% | $6,400+19.9% |
| Admin fee / account holder | $5,274 | $18,088-70.8% | $14,673-64.1% | $11,426-53.8% |