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 | $159,659 | $189,613-15.8% | $167,512-4.7% | $142,382+12.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.53% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $9,381 | $4,349+115.7% | $3,882+141.7% | $4,299+118.2% |
| Participant deferral / active EE | $2,298 | $6,981-67.1% | $6,405-64.1% | $6,507-64.7% |
| Admin fee / account holder | $344 | $10,528-96.7% | $9,769-96.5% | $12,624-97.3% |