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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,707 | $189,613-41.6% | $167,512-33.9% | $142,382-22.2% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 20.79% | 2024.68%-2003.9pp | 1615.79%-1595.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,377 | $4,349+0.6% | $3,882+12.8% | $4,299+1.8% |
| Participant deferral / active EE | $12,177 | $6,981+74.4% | $6,405+90.1% | $6,507+87.1% |
| Admin fee / account holder | $11,966 | $10,528+13.7% | $9,769+22.5% | $12,624-5.2% |