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 | $71,178 | $189,613-62.5% | $167,512-57.5% | $142,382-50.0% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 18.97% | 2024.68%-2005.7pp | 1615.79%-1596.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $6,267 | $4,349+44.1% | $3,882+61.5% | $4,299+45.8% |
| Participant deferral / active EE | $11,040 | $6,981+58.1% | $6,405+72.4% | $6,507+69.7% |
| Admin fee / account holder | $7,419 | $10,528-29.5% | $9,769-24.1% | $12,624-41.2% |