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 | $460,123 | $189,613+142.7% | $167,512+174.7% | $142,382+223.2% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 12.41% | 2024.68%-2012.3pp | 1615.79%-1603.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,993 | $4,349+14.8% | $3,882+28.6% | $4,299+16.1% |
| Participant deferral / active EE | $17,012 | $6,981+143.7% | $6,405+165.6% | $6,507+161.4% |
| Admin fee / account holder | $64,392 | $10,528+511.6% | $9,769+559.2% | $12,624+410.1% |