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 6-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 | $208,354 | $189,613+9.9% | $167,512+24.4% | $142,382+46.3% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 19.15% | 2024.68%-2005.5pp | 1615.79%-1596.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $6,553 | $4,349+50.7% | $3,882+68.8% | $4,299+52.4% |
| Participant deferral / active EE | $10,088 | $6,981+44.5% | $6,405+57.5% | $6,507+55.0% |
| Admin fee / account holder | $4,535 | $10,528-56.9% | $9,769-53.6% | $12,624-64.1% |