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 7-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 | $72,990 | $189,613-61.5% | $167,512-56.4% | $142,382-48.7% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 28.83% | 2024.68%-1995.9pp | 1615.79%-1587.0pp | 217.08%-188.2pp |
| Employer contribution / active EE | $3,800 | $4,349-12.6% | $3,882-2.1% | $4,299-11.6% |
| Participant deferral / active EE | $9,180 | $6,981+31.5% | $6,405+43.3% | $6,507+41.1% |
| Admin fee / account holder | $2,953 | $10,528-72.0% | $9,769-69.8% | $12,624-76.6% |