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 | $40,062 | $189,613-78.9% | $167,512-76.1% | $142,382-71.9% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 11.00% | 2024.68%-2013.7pp | 1615.79%-1604.8pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,054 | $4,349-75.8% | $3,882-72.9% | $4,299-75.5% |
| Participant deferral / active EE | $2,011 | $6,981-71.2% | $6,405-68.6% | $6,507-69.1% |
| Admin fee / account holder | $1,534 | $10,528-85.4% | $9,769-84.3% | $12,624-87.9% |