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 | $233,904 | $189,613+23.4% | $167,512+39.6% | $142,382+64.3% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 17.15% | 2024.68%-2007.5pp | 1615.79%-1598.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,978 | $4,349+37.5% | $3,882+54.0% | $4,299+39.1% |
| Participant deferral / active EE | $11,577 | $6,981+65.8% | $6,405+80.8% | $6,507+77.9% |
| Admin fee / account holder | $47,381 | $10,528+350.0% | $9,769+385.0% | $12,624+275.3% |