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 8-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 | $86,910 | $189,613-54.2% | $167,512-48.1% | $142,382-39.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.20% | 2024.68%-2005.5pp | 1615.79%-1596.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,413 | $4,349-21.5% | $3,882-12.1% | $4,299-20.6% |
| Participant deferral / active EE | $9,222 | $6,981+32.1% | $6,405+44.0% | $6,507+41.7% |
| Admin fee / account holder | $1,432 | $10,528-86.4% | $9,769-85.3% | $12,624-88.7% |