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 | $115,237 | $189,613-39.2% | $167,512-31.2% | $142,382-19.1% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 18.75% | 2024.68%-2005.9pp | 1615.79%-1597.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,992 | $4,349-31.2% | $3,882-22.9% | $4,299-30.4% |
| Participant deferral / active EE | $11,816 | $6,981+69.2% | $6,405+84.5% | $6,507+81.6% |
| Admin fee / account holder | $1,737 | $10,528-83.5% | $9,769-82.2% | $12,624-86.2% |