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 5-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 | $206,837 | $189,613+9.1% | $167,512+23.5% | $142,382+45.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.46% | 2024.68%-2006.2pp | 1615.79%-1597.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $16,195 | $4,349+272.4% | $3,882+317.2% | $4,299+276.7% |
| Participant deferral / active EE | $16,999 | $6,981+143.5% | $6,405+165.4% | $6,507+161.2% |
| Admin fee / account holder | $9,770 | $10,528-7.2% | $9,7690% | $12,624-22.6% |