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 8-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 | $20,712 | $209,411-90.1% | $178,490-88.4% | $158,922-87.0% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 21.01% | 188.75%-167.7pp | 151.07%-130.1pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,612 | $5,706-71.7% | $5,011-67.8% | $4,761-66.1% |
| Participant deferral / active EE | $3,530 | $5,954-40.7% | $5,202-32.1% | $5,982-41.0% |
| Admin fee / account holder | $5,781 | $17,074-66.1% | $13,984-58.7% | $11,246-48.6% |