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 6-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 | $82,567 | $189,613-56.5% | $167,512-50.7% | $142,382-42.0% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 20.82% | 2024.68%-2003.9pp | 1615.79%-1595.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,369 | $4,349+0.5% | $3,882+12.6% | $4,299+1.6% |
| Participant deferral / active EE | $10,514 | $6,981+50.6% | $6,405+64.2% | $6,507+61.6% |
| Admin fee / account holder | $301 | $10,528-97.1% | $9,769-96.9% | $12,624-97.6% |