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 | $248,908 | $189,613+31.3% | $167,512+48.6% | $142,382+74.8% |
| Participation rate | 78.3% | 80.1%-1.9pp | 77.1%+1.2pp | 80.1%-1.9pp |
| Annual return | 17.82% | 2024.68%-2006.9pp | 1615.79%-1598.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,170 | $4,349-27.1% | $3,882-18.3% | $4,299-26.3% |
| Participant deferral / active EE | $6,818 | $6,981-2.3% | $6,405+6.5% | $6,507+4.8% |
| Admin fee / account holder | $16,140 | $10,528+53.3% | $9,769+65.2% | $12,624+27.9% |