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 | $48,647 | $189,613-74.3% | $167,512-71.0% | $142,382-65.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.60% | 2024.68%-2006.1pp | 1615.79%-1597.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,640 | $4,349-39.3% | $3,882-32.0% | $4,299-38.6% |
| Participant deferral / active EE | $4,631 | $6,981-33.7% | $6,405-27.7% | $6,507-28.8% |
| Admin fee / account holder | $3,956 | $10,528-62.4% | $9,769-59.5% | $12,624-68.7% |