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 | $12,001 | $179,726-93.3% | $156,263-92.3% | $142,382-91.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 33.22% | 77.86%-44.6pp | 59.47%-26.3pp | 217.08%-183.9pp |
| Employer contribution / active EE | $3,819 | $5,069-24.7% | $4,333-11.9% | $4,299-11.2% |
| Participant deferral / active EE | $4,004 | $6,956-42.4% | $6,158-35.0% | $6,507-38.5% |
| Admin fee / account holder | $1,557 | $17,272-91.0% | $14,255-89.1% | $12,624-87.7% |