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 | $264,642 | $189,613+39.6% | $167,512+58.0% | $142,382+85.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.29% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $13,650 | $4,349+213.9% | $3,882+251.7% | $4,299+217.5% |
| Participant deferral / active EE | $13,762 | $6,981+97.1% | $6,405+114.9% | $6,507+111.5% |
| Admin fee / account holder | $2,742 | $10,528-74.0% | $9,769-71.9% | $12,624-78.3% |