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 5-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 | $18,907 | $189,613-90.0% | $167,512-88.7% | $142,382-86.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.94% | 2024.68%-2002.7pp | 1615.79%-1593.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,204 | $4,349-72.3% | $3,882-69.0% | $4,299-72.0% |
| Participant deferral / active EE | $2,007 | $6,981-71.3% | $6,405-68.7% | $6,507-69.2% |
| Admin fee / account holder | $1,874 | $10,528-82.2% | $9,769-80.8% | $12,624-85.2% |