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 | $134,260 | $189,613-29.2% | $167,512-19.9% | $142,382-5.7% |
| Participation rate | 84.2% | 80.1%+4.1pp | 77.1%+7.2pp | 80.1%+4.1pp |
| Annual return | 12.96% | 2024.68%-2011.7pp | 1615.79%-1602.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $896 | $4,349-79.4% | $3,882-76.9% | $4,299-79.2% |
| Participant deferral / active EE | $4,540 | $6,981-35.0% | $6,405-29.1% | $6,507-30.2% |
| Admin fee / account holder | $4,454 | $10,528-57.7% | $9,769-54.4% | $12,624-64.7% |