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 10-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 | $26,350 | $202,318-87.0% | $172,739-84.7% | $152,861-82.8% |
| Participation rate | 81.0% | 87.1%-6.1pp | 82.6%-1.7pp | 82.4%-1.5pp |
| Annual return | 23.96% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,338 | $5,856-77.1% | $5,143-74.0% | $4,762-71.9% |
| Participant deferral / active EE | $2,128 | $5,948-64.2% | $5,198-59.0% | $5,850-63.6% |
| Admin fee / account holder | $1,416 | $17,109-91.7% | $13,954-89.8% | $11,596-87.8% |