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 | $38,635 | $189,613-79.6% | $167,512-76.9% | $142,382-72.9% |
| Participation rate | 94.4% | 80.1%+14.3pp | 77.1%+17.4pp | 80.1%+14.3pp |
| Annual return | 18.65% | 2024.68%-2006.0pp | 1615.79%-1597.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,885 | $4,349+12.3% | $3,882+25.9% | $4,299+13.6% |
| Participant deferral / active EE | $6,231 | $6,981-10.7% | $6,405-2.7% | $6,507-4.2% |
| Admin fee / account holder | $633 | $10,528-94.0% | $9,769-93.5% | $12,624-95.0% |