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 | $161,894 | $189,613-14.6% | $167,512-3.4% | $142,382+13.7% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 15.13% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,231 | $4,349+20.3% | $3,882+34.8% | $4,299+21.7% |
| Participant deferral / active EE | $11,765 | $6,981+68.5% | $6,405+83.7% | $6,507+80.8% |
| Admin fee / account holder | $1,938 | $10,528-81.6% | $9,769-80.2% | $12,624-84.6% |