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 | $79,881 | $189,613-57.9% | $167,512-52.3% | $142,382-43.9% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 14.31% | 2024.68%-2010.4pp | 1615.79%-1601.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,267 | $4,349-70.9% | $3,882-67.4% | $4,299-70.5% |
| Participant deferral / active EE | $1,692 | $6,981-75.8% | $6,405-73.6% | $6,507-74.0% |
| Admin fee / account holder | $642 | $10,528-93.9% | $9,769-93.4% | $12,624-94.9% |