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 7-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 | $74,540 | $189,613-60.7% | $167,512-55.5% | $142,382-47.6% |
| Participation rate | 82.6% | 80.1%+2.5pp | 77.1%+5.6pp | 80.1%+2.5pp |
| Annual return | 31.08% | 2024.68%-1993.6pp | 1615.79%-1584.7pp | 217.08%-186.0pp |
| Employer contribution / active EE | $2,474 | $4,349-43.1% | $3,882-36.3% | $4,299-42.5% |
| Participant deferral / active EE | $5,975 | $6,981-14.4% | $6,405-6.7% | $6,507-8.2% |
| Admin fee / account holder | $4,370 | $10,528-58.5% | $9,769-55.3% | $12,624-65.4% |