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 | $832,503 | $189,613+339.1% | $167,512+397.0% | $142,382+484.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.34% | 2024.68%-2013.3pp | 1615.79%-1604.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $23,026 | $4,349+429.5% | $3,882+493.2% | $4,299+435.6% |
| Participant deferral / active EE | $15,344 | $6,981+119.8% | $6,405+139.6% | $6,507+135.8% |
| Admin fee / account holder | $403 | $10,528-96.2% | $9,769-95.9% | $12,624-96.8% |