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 | $53,243 | $189,613-71.9% | $167,512-68.2% | $142,382-62.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.72% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,381 | $4,349+23.7% | $3,882+38.6% | $4,299+25.2% |
| Participant deferral / active EE | $6,118 | $6,981-12.4% | $6,405-4.5% | $6,507-6.0% |
| Admin fee / account holder | $5,347 | $10,528-49.2% | $9,769-45.3% | $12,624-57.6% |