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 | $26,538 | $202,318-86.9% | $172,739-84.6% | $152,861-82.6% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.4%+2.6pp |
| Annual return | 19.20% | 1029.65%-1010.5pp | 802.84%-783.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,882 | $5,856-67.9% | $5,143-63.4% | $4,762-60.5% |
| Participant deferral / active EE | $3,964 | $5,948-33.4% | $5,198-23.7% | $5,850-32.2% |
| Admin fee / account holder | $916 | $17,109-94.6% | $13,954-93.4% | $11,596-92.1% |