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 3-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 | $250,962 | $189,613+32.4% | $167,512+49.8% | $142,382+76.3% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 14.24% | 2024.68%-2010.4pp | 1615.79%-1601.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,388 | $4,349-68.1% | $3,882-64.2% | $4,299-67.7% |
| Participant deferral / active EE | $4,158 | $6,981-40.4% | $6,405-35.1% | $6,507-36.1% |
| Admin fee / account holder | $1,593 | $10,528-84.9% | $9,769-83.7% | $12,624-87.4% |