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 9-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 | $60,913 | $189,613-67.9% | $167,512-63.6% | $142,382-57.2% |
| Participation rate | 88.2% | 80.1%+8.1pp | 77.1%+11.2pp | 80.1%+8.1pp |
| Annual return | 46.25% | 2024.68%-1978.4pp | 1615.79%-1569.5pp | 217.08%-170.8pp |
| Employer contribution / active EE | $3,170 | $4,349-27.1% | $3,882-18.3% | $4,299-26.3% |
| Participant deferral / active EE | $7,914 | $6,981+13.4% | $6,405+23.6% | $6,507+21.6% |
| Admin fee / account holder | $3,546 | $10,528-66.3% | $9,769-63.7% | $12,624-71.9% |