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 10-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 | $219,147 | $189,613+15.6% | $167,512+30.8% | $142,382+53.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.01% | 2024.68%-2012.7pp | 1615.79%-1603.8pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,176 | $4,349-73.0% | $3,882-69.7% | $4,299-72.7% |
| Participant deferral / active EE | $13,438 | $6,981+92.5% | $6,405+109.8% | $6,507+106.5% |
| Admin fee / account holder | $2,330 | $10,528-77.9% | $9,769-76.1% | $12,624-81.5% |