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 | $54,493 | $189,613-71.3% | $167,512-67.5% | $142,382-61.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.33% | 2024.68%-2005.4pp | 1615.79%-1596.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $12,746 | $4,349+193.1% | $3,882+228.4% | $4,299+196.5% |
| Participant deferral / active EE | $5,260 | $6,981-24.7% | $6,405-17.9% | $6,507-19.2% |
| Admin fee / account holder | $3,224 | $10,528-69.4% | $9,769-67.0% | $12,624-74.5% |