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 | $26,613 | $189,613-86.0% | $167,512-84.1% | $142,382-81.3% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 16.91% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,068 | $4,349-75.4% | $3,882-72.5% | $4,299-75.1% |
| Participant deferral / active EE | $3,584 | $6,981-48.7% | $6,405-44.0% | $6,507-44.9% |
| Admin fee / account holder | $1,667 | $10,528-84.2% | $9,769-82.9% | $12,624-86.8% |