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 | $428,037 | $189,613+125.7% | $167,512+155.5% | $142,382+200.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.04% | 2024.68%-2005.6pp | 1615.79%-1596.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $7,253 | $4,349+66.8% | $3,882+86.9% | $4,299+68.7% |
| Participant deferral / active EE | $17,978 | $6,981+157.5% | $6,405+180.7% | $6,507+176.3% |
| Admin fee / account holder | $6,266 | $10,528-40.5% | $9,769-35.9% | $12,624-50.4% |