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 8-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 | $102,782 | $189,613-45.8% | $167,512-38.6% | $142,382-27.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.68% | 2024.68%-2007.0pp | 1615.79%-1598.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $14,984 | $4,349+244.5% | $3,882+286.0% | $4,299+248.5% |
| Participant deferral / active EE | $2,555 | $6,981-63.4% | $6,405-60.1% | $6,507-60.7% |
| Admin fee / account holder | $386 | $10,528-96.3% | $9,769-96.1% | $12,624-96.9% |