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 | $116,628 | $189,613-38.5% | $167,512-30.4% | $142,382-18.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.28% | 2024.68%-2004.4pp | 1615.79%-1595.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,290 | $4,349-1.3% | $3,882+10.5% | $4,299-0.2% |
| Participant deferral / active EE | $5,772 | $6,981-17.3% | $6,405-9.9% | $6,507-11.3% |
| Admin fee / account holder | $3,919 | $10,528-62.8% | $9,769-59.9% | $12,624-69.0% |