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 | $103,700 | $189,613-45.3% | $167,512-38.1% | $142,382-27.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.60% | 2024.68%-2001.1pp | 1615.79%-1592.2pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,672 | $4,349-61.6% | $3,882-56.9% | $4,299-61.1% |
| Participant deferral / active EE | $1,267 | $6,981-81.9% | $6,405-80.2% | $6,507-80.5% |
| Admin fee / account holder | $824 | $10,528-92.2% | $9,769-91.6% | $12,624-93.5% |