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 3-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 | $135,006 | $189,613-28.8% | $167,512-19.4% | $142,382-5.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.12% | 2024.68%-2006.6pp | 1615.79%-1597.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $7,232 | $4,349+66.3% | $3,882+86.3% | $4,299+68.2% |
| Participant deferral / active EE | $8,295 | $6,981+18.8% | $6,405+29.5% | $6,507+27.5% |
| Admin fee / account holder | $1,182 | $10,528-88.8% | $9,769-87.9% | $12,624-90.6% |