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 9-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 | $291,074 | $189,613+53.5% | $167,512+73.8% | $142,382+104.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.94% | 2024.68%-2011.7pp | 1615.79%-1602.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $18,877 | $4,349+334.1% | $3,882+386.3% | $4,299+339.1% |
| Participant deferral / active EE | $9,070 | $6,981+29.9% | $6,405+41.6% | $6,507+39.4% |
| Admin fee / account holder | $3,061 | $10,528-70.9% | $9,769-68.7% | $12,624-75.8% |