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 | $285,015 | $189,613+50.3% | $167,512+70.1% | $142,382+100.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 95.74% | 2024.68%-1928.9pp | 1615.79%-1520.1pp | 217.08%-121.3pp |
| Employer contribution / active EE | $5,662 | $4,349+30.2% | $3,882+45.9% | $4,299+31.7% |
| Participant deferral / active EE | $1,686 | $6,981-75.8% | $6,405-73.7% | $6,507-74.1% |
| Admin fee / account holder | $1,344 | $10,528-87.2% | $9,769-86.2% | $12,624-89.4% |