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 4-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 | $336,173 | $189,613+77.3% | $167,512+100.7% | $142,382+136.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.86% | 2024.68%-1999.8pp | 1615.79%-1590.9pp | 217.08%-192.2pp |
| Employer contribution / active EE | $5,230 | $4,349+20.3% | $3,882+34.7% | $4,299+21.7% |
| Participant deferral / active EE | $34,750 | $6,981+397.8% | $6,405+442.6% | $6,507+434.0% |
| Admin fee / account holder | $3,480 | $10,528-66.9% | $9,769-64.4% | $12,624-72.4% |