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 | $149,734 | $189,613-21.0% | $167,512-10.6% | $142,382+5.2% |
| Participation rate | 94.1% | 80.1%+14.0pp | 77.1%+17.1pp | 80.1%+14.0pp |
| Annual return | 42.35% | 2024.68%-1982.3pp | 1615.79%-1573.4pp | 217.08%-174.7pp |
| Employer contribution / active EE | $3,166 | $4,349-27.2% | $3,882-18.4% | $4,299-26.4% |
| Participant deferral / active EE | $10,214 | $6,981+46.3% | $6,405+59.5% | $6,507+57.0% |
| Admin fee / account holder | $5,002 | $10,528-52.5% | $9,769-48.8% | $12,624-60.4% |