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 | $6,156 | $210,648-97.1% | $177,989-96.5% | $145,922-95.8% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 29.90% | 385.86%-356.0pp | 294.48%-264.6pp | 561.29%-531.4pp |
| Employer contribution / active EE | $1,911 | $4,565-58.1% | $3,949-51.6% | $4,660-59.0% |
| Participant deferral / active EE | $3,060 | $6,958-56.0% | $6,276-51.2% | $6,688-54.2% |
| Admin fee / account holder | $884 | $12,013-92.6% | $10,363-91.5% | $13,397-93.4% |