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 | $50,107 | $48,046+4.3% | $84,611-40.8% | $72,985-31.3% |
| Participation rate | 83.7% | 57.6%+26.1pp | 68.2%+15.5pp | 69.5%+14.2pp |
| Annual return | 20.29% | 37.38%-17.1pp | 258.74%-238.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,591 | $1,602+61.8% | $2,652-2.3% | $2,440+6.2% |
| Participant deferral / active EE | $4,184 | $2,680+56.1% | $3,899+7.3% | $3,607+16.0% |
| Admin fee / account holder | $772 | $3,395-77.2% | $4,912-84.3% | $5,124-84.9% |