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 7-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 | $83,726 | $189,613-55.8% | $167,512-50.0% | $142,382-41.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 17.16% | 2024.68%-2007.5pp | 1615.79%-1598.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,306 | $4,349-1.0% | $3,882+10.9% | $4,299+0.2% |
| Participant deferral / active EE | $4,335 | $6,981-37.9% | $6,405-32.3% | $6,507-33.4% |
| Admin fee / account holder | $533 | $10,528-94.9% | $9,769-94.5% | $12,624-95.8% |