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 8-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 | $289,761 | $189,613+52.8% | $167,512+73.0% | $142,382+103.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.24% | 2024.68%-2005.4pp | 1615.79%-1596.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $15,413 | $4,349+254.4% | $3,882+297.1% | $4,299+258.5% |
| Participant deferral / active EE | $21,869 | $6,981+213.2% | $6,405+241.5% | $6,507+236.1% |
| Admin fee / account holder | $32,550 | $10,528+209.2% | $9,769+233.2% | $12,624+157.8% |