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 4-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 | $70,397 | $189,613-62.9% | $167,512-58.0% | $142,382-50.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.43% | 2024.68%-2002.3pp | 1615.79%-1593.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $4,821 | $4,349+10.9% | $3,882+24.2% | $4,299+12.1% |
| Participant deferral / active EE | $12,107 | $6,981+73.4% | $6,405+89.0% | $6,507+86.1% |
| Admin fee / account holder | $2,079 | $10,528-80.3% | $9,769-78.7% | $12,624-83.5% |