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 4-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 | $16,905 | $189,613-91.1% | $167,512-89.9% | $142,382-88.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 26.72% | 2024.68%-1998.0pp | 1615.79%-1589.1pp | 217.08%-190.4pp |
| Employer contribution / active EE | $2,409 | $4,349-44.6% | $3,882-38.0% | $4,299-44.0% |
| Participant deferral / active EE | $4,381 | $6,981-37.2% | $6,405-31.6% | $6,507-32.7% |
| Admin fee / account holder | $642 | $10,528-93.9% | $9,769-93.4% | $12,624-94.9% |