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 5-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 | $179,378 | $189,613-5.4% | $167,512+7.1% | $142,382+26.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.53% | 2024.68%-2000.2pp | 1615.79%-1591.3pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,278 | $4,349-47.6% | $3,882-41.3% | $4,299-47.0% |
| Participant deferral / active EE | $7,486 | $6,981+7.2% | $6,405+16.9% | $6,507+15.0% |
| Admin fee / account holder | $788 | $10,528-92.5% | $9,769-91.9% | $12,624-93.8% |