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 4-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 | $84,776 | $189,613-55.3% | $167,512-49.4% | $142,382-40.5% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 18.59% | 2024.68%-2006.1pp | 1615.79%-1597.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $6,202 | $4,349+42.6% | $3,882+59.8% | $4,299+44.3% |
| Participant deferral / active EE | $11,605 | $6,981+66.2% | $6,405+81.2% | $6,507+78.3% |
| Admin fee / account holder | $12,899 | $10,528+22.5% | $9,769+32.0% | $12,624+2.2% |