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 | $66,070 | $189,613-65.2% | $167,512-60.6% | $142,382-53.6% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 11.36% | 2024.68%-2013.3pp | 1615.79%-1604.4pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,812 | $4,349-58.3% | $3,882-53.3% | $4,299-57.9% |
| Participant deferral / active EE | $2,814 | $6,981-59.7% | $6,405-56.1% | $6,507-56.8% |
| Admin fee / account holder | $1,340 | $10,528-87.3% | $9,769-86.3% | $12,624-89.4% |