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 | $246,403 | $189,613+30.0% | $167,512+47.1% | $142,382+73.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.93% | 2024.68%-2006.7pp | 1615.79%-1597.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,330 | $4,349-23.4% | $3,882-14.2% | $4,299-22.5% |
| Participant deferral / active EE | $28,198 | $6,981+303.9% | $6,405+340.3% | $6,507+333.3% |
| Admin fee / account holder | $3,437 | $10,528-67.4% | $9,769-64.8% | $12,624-72.8% |