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 6-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 | $14,376 | $189,613-92.4% | $167,512-91.4% | $142,382-89.9% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 21.89% | 2024.68%-2002.8pp | 1615.79%-1593.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $594 | $4,349-86.3% | $3,882-84.7% | $4,299-86.2% |
| Participant deferral / active EE | $1,181 | $6,981-83.1% | $6,405-81.6% | $6,507-81.9% |
| Admin fee / account holder | $992 | $10,528-90.6% | $9,769-89.8% | $12,624-92.1% |