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 10-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 | $92,730 | $189,613-51.1% | $167,512-44.6% | $142,382-34.9% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 14.12% | 2024.68%-2010.6pp | 1615.79%-1601.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,335 | $4,349-23.3% | $3,882-14.1% | $4,299-22.4% |
| Participant deferral / active EE | $7,643 | $6,981+9.5% | $6,405+19.3% | $6,507+17.5% |
| Admin fee / account holder | $6,688 | $10,528-36.5% | $9,769-31.5% | $12,624-47.0% |