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 4-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 | $4,661 | $110,261-95.8% | $95,745-95.1% | $139,434-96.7% |
| Participation rate | 92.9% | 75.8%+17.1pp | 72.3%+20.6pp | 80.3%+12.5pp |
| Annual return | 89.18% | 27.11%+62.1pp | 28.35%+60.8pp | 372.94%-283.8pp |
| Employer contribution / active EE | $1,943 | $3,257-40.4% | $2,835-31.5% | $4,751-59.1% |
| Participant deferral / active EE | $4,316 | $4,676-7.7% | $4,245+1.7% | $6,710-35.7% |
| Admin fee / account holder | $817 | $6,613-87.6% | $5,678-85.6% | $11,403-92.8% |