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 | $163,569 | $189,613-13.7% | $167,512-2.4% | $142,382+14.9% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 15.95% | 2024.68%-2008.7pp | 1615.79%-1599.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,756 | $4,349-36.6% | $3,882-29.0% | $4,299-35.9% |
| Participant deferral / active EE | $5,814 | $6,981-16.7% | $6,405-9.2% | $6,507-10.7% |
| Admin fee / account holder | $1,121 | $10,528-89.4% | $9,769-88.5% | $12,624-91.1% |