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 8-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 | $193,637 | $189,613+2.1% | $167,512+15.6% | $142,382+36.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.13% | 2024.68%-2013.6pp | 1615.79%-1604.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $18,116 | $4,349+316.6% | $3,882+366.7% | $4,299+321.4% |
| Participant deferral / active EE | $12,598 | $6,981+80.5% | $6,405+96.7% | $6,507+93.6% |
| Admin fee / account holder | $4,965 | $10,528-52.8% | $9,769-49.2% | $12,624-60.7% |