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 4-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 | $48,825 | $189,613-74.3% | $167,512-70.9% | $142,382-65.7% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 23.35% | 2024.68%-2001.3pp | 1615.79%-1592.4pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,237 | $4,349-48.6% | $3,882-42.4% | $4,299-48.0% |
| Participant deferral / active EE | $12,899 | $6,981+84.8% | $6,405+101.4% | $6,507+98.2% |
| Admin fee / account holder | $904 | $10,528-91.4% | $9,769-90.7% | $12,624-92.8% |