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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,958 | $189,613+28.7% | $167,512+45.6% | $142,382+71.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 12.09% | 2024.68%-2012.6pp | 1615.79%-1603.7pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,011 | $4,349-7.8% | $3,882+3.3% | $4,299-6.7% |
| Participant deferral / active EE | $11,044 | $6,981+58.2% | $6,405+72.4% | $6,507+69.7% |
| Admin fee / account holder | $22,892 | $10,528+117.4% | $9,769+134.3% | $12,624+81.3% |