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 3-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 | $12,736 | $189,613-93.3% | $167,512-92.4% | $142,382-91.1% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 20.37% | 2024.68%-2004.3pp | 1615.79%-1595.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,956 | $4,349-55.0% | $3,882-49.6% | $4,299-54.5% |
| Participant deferral / active EE | $4,098 | $6,981-41.3% | $6,405-36.0% | $6,507-37.0% |
| Admin fee / account holder | $2,739 | $10,528-74.0% | $9,769-72.0% | $12,624-78.3% |