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 | $16,755 | $67,984-75.4% | $65,493-74.4% | $74,304-77.5% |
| Participation rate | 80.0% | 66.3%+13.7pp | 73.1%+6.9pp | 60.3%+19.7pp |
| Annual return | 36.53% | 19.87%+16.7pp | 982.45%-945.9pp | 29.43%+7.1pp |
| Employer contribution / active EE | $1,552 | $2,491-37.7% | $2,574-39.7% | $2,241-30.7% |
| Participant deferral / active EE | $2,902 | $3,346-13.3% | $3,961-26.7% | $3,767-23.0% |
| Admin fee / account holder | $960 | $1,373-30.0% | $5,028-80.9% | $2,969-67.7% |