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 | $204,877 | $189,613+8.0% | $167,512+22.3% | $142,382+43.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.46% | 2024.68%-2004.2pp | 1615.79%-1595.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $9,387 | $4,349+115.9% | $3,882+141.8% | $4,299+118.4% |
| Participant deferral / active EE | $19,936 | $6,981+185.6% | $6,405+211.3% | $6,507+206.4% |
| Admin fee / account holder | $6,047 | $10,528-42.6% | $9,769-38.1% | $12,624-52.1% |