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 | $189,851 | $189,613+0.1% | $167,512+13.3% | $142,382+33.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.57% | 2024.68%-2003.1pp | 1615.79%-1594.2pp | 217.08%-195.5pp |
| Employer contribution / active EE | $6,325 | $4,349+45.4% | $3,882+62.9% | $4,299+47.1% |
| Participant deferral / active EE | $17,832 | $6,981+155.4% | $6,405+178.4% | $6,507+174.0% |
| Admin fee / account holder | $719 | $10,528-93.2% | $9,769-92.6% | $12,624-94.3% |