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 | $268,495 | $189,613+41.6% | $167,512+60.3% | $142,382+88.6% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 16.73% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,471 | $4,349-20.2% | $3,882-10.6% | $4,299-19.3% |
| Participant deferral / active EE | $13,948 | $6,981+99.8% | $6,405+117.8% | $6,507+114.4% |
| Admin fee / account holder | $10,664 | $10,528+1.3% | $9,769+9.2% | $12,624-15.5% |