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 6-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 | $18,230 | $89,355-79.6% | $141,162-87.1% | $72,985-75.0% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 30.11% | 111.85%-81.7pp | 71.39%-41.3pp | 81.00%-50.9pp |
| Employer contribution / active EE | $2,052 | $3,114-34.1% | $4,735-56.7% | $2,440-15.9% |
| Participant deferral / active EE | $3,252 | $5,418-40.0% | $6,709-51.5% | $3,607-9.9% |
| Admin fee / account holder | $2,585 | $5,958-56.6% | $10,261-74.8% | $5,124-49.6% |