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 | $249,891 | $189,613+31.8% | $167,512+49.2% | $142,382+75.5% |
| Participation rate | 92.9% | 80.1%+12.7pp | 77.1%+15.8pp | 80.1%+12.7pp |
| Annual return | 11.84% | 2024.68%-2012.8pp | 1615.79%-1604.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,079 | $4,349-29.2% | $3,882-20.7% | $4,299-28.4% |
| Participant deferral / active EE | $7,461 | $6,981+6.9% | $6,405+16.5% | $6,507+14.7% |
| Admin fee / account holder | $2,456 | $10,528-76.7% | $9,769-74.9% | $12,624-80.5% |