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 3-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 | $72,283 | $189,613-61.9% | $167,512-56.8% | $142,382-49.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.04% | 2024.68%-2000.6pp | 1615.79%-1591.8pp | 217.08%-193.0pp |
| Employer contribution / active EE | $10,377 | $4,349+138.6% | $3,882+167.3% | $4,299+141.4% |
| Participant deferral / active EE | $16,975 | $6,981+143.1% | $6,405+165.0% | $6,507+160.9% |
| Admin fee / account holder | $3,239 | $10,528-69.2% | $9,769-66.8% | $12,624-74.3% |