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 7-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 | $165,127 | $189,613-12.9% | $167,512-1.4% | $142,382+16.0% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 14.03% | 2024.68%-2010.6pp | 1615.79%-1601.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,716 | $6,981+67.8% | $6,405+82.9% | $6,507+80.0% |
| Admin fee / account holder | $2,335 | $10,528-77.8% | $9,769-76.1% | $12,624-81.5% |