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 | $317,611 | $189,613+67.5% | $167,512+89.6% | $142,382+123.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.78% | 2024.68%-2007.9pp | 1615.79%-1599.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,216 | $4,349-26.1% | $3,882-17.1% | $4,299-25.2% |
| Participant deferral / active EE | $9,131 | $6,981+30.8% | $6,405+42.6% | $6,507+40.3% |
| Admin fee / account holder | $17,734 | $10,528+68.4% | $9,769+81.5% | $12,624+40.5% |