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 | $80,891 | $189,613-57.3% | $167,512-51.7% | $142,382-43.2% |
| Participation rate | 77.3% | 80.1%-2.9pp | 77.1%+0.2pp | 80.1%-2.8pp |
| Annual return | 15.78% | 2024.68%-2008.9pp | 1615.79%-1600.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,621 | $4,349-39.7% | $3,882-32.5% | $4,299-39.0% |
| Participant deferral / active EE | $4,292 | $6,981-38.5% | $6,405-33.0% | $6,507-34.0% |
| Admin fee / account holder | $2,444 | $10,528-76.8% | $9,769-75.0% | $12,624-80.6% |