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 | $80,950 | $189,613-57.3% | $167,512-51.7% | $142,382-43.1% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 16.82% | 2024.68%-2007.9pp | 1615.79%-1599.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,641 | $4,349-39.3% | $3,882-32.0% | $4,299-38.6% |
| Participant deferral / active EE | $6,830 | $6,981-2.2% | $6,405+6.6% | $6,507+5.0% |
| Admin fee / account holder | $1,605 | $10,528-84.8% | $9,769-83.6% | $12,624-87.3% |