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 3-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 | $14,695 | $109,881-86.6% | $150,045-90.2% | $84,808-82.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 25.52% | 28.25%-2.7pp | 62.55%-37.0pp | 40.90%-15.4pp |
| Employer contribution / active EE | $1,755 | $3,561-50.7% | $4,693-62.6% | $2,631-33.3% |
| Participant deferral / active EE | $4,281 | $6,636-35.5% | $7,997-46.5% | $4,212+1.7% |
| Admin fee / account holder | $510 | $8,568-94.1% | $13,435-96.2% | $7,344-93.1% |