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 | $963,700 | $189,613+408.2% | $167,512+475.3% | $142,382+576.8% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 11.74% | 2024.68%-2012.9pp | 1615.79%-1604.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,880 | $4,349-56.8% | $3,882-51.6% | $4,299-56.3% |
| Participant deferral / active EE | $10,075 | $6,981+44.3% | $6,405+57.3% | $6,507+54.8% |
| Admin fee / account holder | $27,214 | $10,528+158.5% | $9,769+178.6% | $12,624+115.6% |