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 | $81,530 | $189,613-57.0% | $167,512-51.3% | $142,382-42.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.79% | 2024.68%-2010.9pp | 1615.79%-1602.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,028 | $4,349+15.6% | $3,882+29.5% | $4,299+17.0% |
| Participant deferral / active EE | $3,550 | $6,981-49.2% | $6,405-44.6% | $6,507-45.4% |
| Admin fee / account holder | $2,456 | $10,528-76.7% | $9,769-74.9% | $12,624-80.5% |