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 | $74,327 | $189,613-60.8% | $167,512-55.6% | $142,382-47.8% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 32.34% | 2024.68%-1992.3pp | 1615.79%-1583.5pp | 217.08%-184.7pp |
| Employer contribution / active EE | $3,228 | $4,349-25.8% | $3,882-16.8% | $4,299-24.9% |
| Participant deferral / active EE | $9,597 | $6,981+37.5% | $6,405+49.9% | $6,507+47.5% |
| Admin fee / account holder | $2,234 | $10,528-78.8% | $9,769-77.1% | $12,624-82.3% |