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 | $84,812 | $189,613-55.3% | $167,512-49.4% | $142,382-40.4% |
| Participation rate | 95.2% | 80.1%+15.1pp | 77.1%+18.2pp | 80.1%+15.1pp |
| Annual return | 15.33% | 2024.68%-2009.3pp | 1615.79%-1600.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,035 | $4,349-76.2% | $3,882-73.3% | $4,299-75.9% |
| Participant deferral / active EE | $4,476 | $6,981-35.9% | $6,405-30.1% | $6,507-31.2% |
| Admin fee / account holder | $2,933 | $10,528-72.1% | $9,769-70.0% | $12,624-76.8% |