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 | $158,622 | $189,613-16.3% | $167,512-5.3% | $142,382+11.4% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 10.23% | 2024.68%-2014.5pp | 1615.79%-1605.6pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,220 | $4,349-48.9% | $3,882-42.8% | $4,299-48.4% |
| Participant deferral / active EE | $3,431 | $6,981-50.9% | $6,405-46.4% | $6,507-47.3% |
| Admin fee / account holder | $1,494 | $10,528-85.8% | $9,769-84.7% | $12,624-88.2% |