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 | $15,861 | $189,613-91.6% | $167,512-90.5% | $142,382-88.9% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 14.72% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,402 | $4,349-67.8% | $3,882-63.9% | $4,299-67.4% |
| Participant deferral / active EE | $1,618 | $6,981-76.8% | $6,405-74.7% | $6,507-75.1% |
| Admin fee / account holder | $2,540 | $10,528-75.9% | $9,769-74.0% | $12,624-79.9% |