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 | $259,939 | $189,613+37.1% | $167,512+55.2% | $142,382+82.6% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 22.52% | 2024.68%-2002.2pp | 1615.79%-1593.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $8,426 | $4,349+93.7% | $3,882+117.1% | $4,299+96.0% |
| Participant deferral / active EE | $17,747 | $6,981+154.2% | $6,405+177.1% | $6,507+172.7% |
| Admin fee / account holder | $2,547 | $10,528-75.8% | $9,769-73.9% | $12,624-79.8% |