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 | $106,320 | $189,613-43.9% | $167,512-36.5% | $142,382-25.3% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 11.65% | 2024.68%-2013.0pp | 1615.79%-1604.1pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,140 | $4,349-50.8% | $3,882-44.9% | $4,299-50.2% |
| Participant deferral / active EE | $1,935 | $6,981-72.3% | $6,405-69.8% | $6,507-70.3% |
| Admin fee / account holder | $3,928 | $10,528-62.7% | $9,769-59.8% | $12,624-68.9% |