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 7-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 | $13,334 | $57,354-76.8% | $83,848-84.1% | $64,186-79.2% |
| Participation rate | 93.6% | 68.6%+25.0pp | 76.1%+17.5pp | 69.6%+24.0pp |
| Annual return | 9.12% | 11.38%-2.3pp | 850.88%-841.8pp | 7.63%+1.5pp |
| Employer contribution / active EE | $3,060 | $2,545+20.2% | $3,631-15.7% | $2,381+28.5% |
| Participant deferral / active EE | $4,332 | $2,993+44.7% | $4,082+6.1% | $3,470+24.9% |
| Admin fee / account holder | $486 | $4,046-88.0% | $5,478-91.1% | $4,888-90.0% |