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 | $464,914 | $189,613+145.2% | $167,512+177.5% | $142,382+226.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 25.81% | 2024.68%-1998.9pp | 1615.79%-1590.0pp | 217.08%-191.3pp |
| Employer contribution / active EE | $984 | $4,349-77.4% | $3,882-74.7% | $4,299-77.1% |
| Participant deferral / active EE | $7,971 | $6,981+14.2% | $6,405+24.5% | $6,507+22.5% |
| Admin fee / account holder | $3,469 | $10,528-67.1% | $9,769-64.5% | $12,624-72.5% |