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 6-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 | $73,390 | $189,613-61.3% | $167,512-56.2% | $142,382-48.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.39% | 2024.68%-2007.3pp | 1615.79%-1598.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,007 | $4,349-7.9% | $3,882+3.2% | $4,299-6.8% |
| Participant deferral / active EE | $8,914 | $6,981+27.7% | $6,405+39.2% | $6,507+37.0% |
| Admin fee / account holder | $3,137 | $10,528-70.2% | $9,769-67.9% | $12,624-75.1% |