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 | $225,403 | $189,613+18.9% | $167,512+34.6% | $142,382+58.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 24.72% | 2024.68%-2000.0pp | 1615.79%-1591.1pp | 217.08%-192.4pp |
| Employer contribution / active EE | $7,397 | $4,349+70.1% | $3,882+90.6% | $4,299+72.1% |
| Participant deferral / active EE | $7,397 | $6,981+6.0% | $6,405+15.5% | $6,507+13.7% |
| Admin fee / account holder | $20,812 | $10,528+97.7% | $9,769+113.0% | $12,624+64.9% |