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 5-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,418 | $165,984-87.1% | $164,813-87.0% | $145,922-85.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.88% | 100.03%-80.2pp | 69.93%-50.0pp | 561.29%-541.4pp |
| Employer contribution / active EE | $5,627 | $5,273+6.7% | $4,341+29.6% | $4,660+20.8% |
| Participant deferral / active EE | $3,870 | $6,959-44.4% | $6,031-35.8% | $6,688-42.1% |
| Admin fee / account holder | $3,384 | $16,648-79.7% | $12,690-73.3% | $13,397-74.7% |