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 | $25,604 | $189,613-86.5% | $167,512-84.7% | $142,382-82.0% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 35.59% | 2024.68%-1989.1pp | 1615.79%-1580.2pp | 217.08%-181.5pp |
| Employer contribution / active EE | $1,171 | $4,349-73.1% | $3,882-69.8% | $4,299-72.8% |
| Participant deferral / active EE | $3,254 | $6,981-53.4% | $6,405-49.2% | $6,507-50.0% |
| Admin fee / account holder | $2,036 | $10,528-80.7% | $9,769-79.2% | $12,624-83.9% |