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 | $144,183 | $189,613-24.0% | $167,512-13.9% | $142,382+1.3% |
| Participation rate | 79.2% | 80.1%-1.0pp | 77.1%+2.1pp | 80.1%-1.0pp |
| Annual return | 14.64% | 2024.68%-2010.0pp | 1615.79%-1601.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,630 | $4,349-39.5% | $3,882-32.2% | $4,299-38.8% |
| Participant deferral / active EE | $12,716 | $6,981+82.1% | $6,405+98.5% | $6,507+95.4% |
| Admin fee / account holder | $928 | $10,528-91.2% | $9,769-90.5% | $12,624-92.7% |