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 | $183,177 | $189,613-3.4% | $167,512+9.4% | $142,382+28.7% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 18.61% | 2024.68%-2006.1pp | 1615.79%-1597.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $10,361 | $4,349+138.2% | $3,882+166.9% | $4,299+141.0% |
| Participant deferral / active EE | $8,209 | $6,981+17.6% | $6,405+28.2% | $6,507+26.1% |
| Admin fee / account holder | $2,118 | $10,528-79.9% | $9,769-78.3% | $12,624-83.2% |