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 9-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 | $115,361 | $189,613-39.2% | $167,512-31.1% | $142,382-19.0% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 18.19% | 2024.68%-2006.5pp | 1615.79%-1597.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,554 | $4,349-64.3% | $3,882-60.0% | $4,299-63.8% |
| Participant deferral / active EE | $5,937 | $6,981-15.0% | $6,405-7.3% | $6,507-8.8% |
| Admin fee / account holder | $1,937 | $10,528-81.6% | $9,769-80.2% | $12,624-84.7% |