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 3-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 | $16,174 | $189,613-91.5% | $167,512-90.3% | $142,382-88.6% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 16.73% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,133 | $4,349-5.0% | $3,882+6.5% | $4,299-3.9% |
| Participant deferral / active EE | $5,456 | $6,981-21.9% | $6,405-14.8% | $6,507-16.2% |
| Admin fee / account holder | $2,848 | $10,528-72.9% | $9,769-70.8% | $12,624-77.4% |