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 | $133,712 | $189,613-29.5% | $167,512-20.2% | $142,382-6.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 12.50% | 2024.68%-2012.2pp | 1615.79%-1603.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,252 | $4,349-48.2% | $3,882-42.0% | $4,299-47.6% |
| Participant deferral / active EE | $10,547 | $6,981+51.1% | $6,405+64.7% | $6,507+62.1% |
| Admin fee / account holder | $1,142 | $10,528-89.2% | $9,769-88.3% | $12,624-91.0% |