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 | $393,251 | $189,613+107.4% | $167,512+134.8% | $142,382+176.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.92% | 2024.68%-2013.8pp | 1615.79%-1604.9pp | 217.08%-206.2pp |
| Employer contribution / active EE | $7,102 | $4,349+63.3% | $3,882+83.0% | $4,299+65.2% |
| Participant deferral / active EE | $22,026 | $6,981+215.5% | $6,405+243.9% | $6,507+238.5% |
| Admin fee / account holder | $805 | $10,528-92.4% | $9,769-91.8% | $12,624-93.6% |