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 4-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 | $97,160 | $189,613-48.8% | $167,512-42.0% | $142,382-31.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.12% | 2024.68%-2005.6pp | 1615.79%-1596.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,233 | $4,349-25.7% | $3,882-16.7% | $4,299-24.8% |
| Participant deferral / active EE | $21,030 | $6,981+201.2% | $6,405+228.4% | $6,507+223.2% |
| Admin fee / account holder | $1,314 | $10,528-87.5% | $9,769-86.5% | $12,624-89.6% |