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 | $76,393 | $189,613-59.7% | $167,512-54.4% | $142,382-46.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.73% | 2024.68%-2007.0pp | 1615.79%-1598.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,486 | $4,349+3.2% | $3,882+15.6% | $4,299+4.4% |
| Participant deferral / active EE | $7,931 | $6,981+13.6% | $6,405+23.8% | $6,507+21.9% |
| Admin fee / account holder | $28,420 | $10,528+169.9% | $9,769+190.9% | $12,624+125.1% |