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 | $243,500 | $189,613+28.4% | $167,512+45.4% | $142,382+71.0% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 14.69% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,335 | $4,349-46.3% | $3,882-39.8% | $4,299-45.7% |
| Participant deferral / active EE | $6,552 | $6,981-6.1% | $6,405+2.3% | $6,507+0.7% |
| Admin fee / account holder | $22,896 | $10,528+117.5% | $9,769+134.4% | $12,624+81.4% |