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 3-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 | $18,465 | $189,613-90.3% | $167,512-89.0% | $142,382-87.0% |
| Participation rate | 81.3% | 80.1%+1.1pp | 77.1%+4.2pp | 80.1%+1.1pp |
| Annual return | 15.66% | 2024.68%-2009.0pp | 1615.79%-1600.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,906 | $4,349-33.2% | $3,882-25.1% | $4,299-32.4% |
| Participant deferral / active EE | $5,071 | $6,981-27.4% | $6,405-20.8% | $6,507-22.1% |
| Admin fee / account holder | $10,286 | $10,528-2.3% | $9,769+5.3% | $12,624-18.5% |