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 5-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 | $64,730 | $189,613-65.9% | $167,512-61.4% | $142,382-54.5% |
| Participation rate | 94.7% | 80.1%+14.6pp | 77.1%+17.7pp | 80.1%+14.6pp |
| Annual return | 15.04% | 2024.68%-2009.6pp | 1615.79%-1600.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,519 | $4,349-42.1% | $3,882-35.1% | $4,299-41.4% |
| Participant deferral / active EE | $5,366 | $6,981-23.1% | $6,405-16.2% | $6,507-17.5% |
| Admin fee / account holder | $2,359 | $10,528-77.6% | $9,769-75.9% | $12,624-81.3% |