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 3-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 | $10,223 | $133,922-92.4% | $116,228-91.2% | $142,382-92.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 11.70% | 147.76%-136.1pp | 90.06%-78.4pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,996 | $3,446-42.1% | $2,994-33.4% | $4,299-53.6% |
| Participant deferral / active EE | $1,996 | $5,672-64.8% | $4,953-59.7% | $6,507-69.3% |
| Admin fee / account holder | $472 | $14,945-96.8% | $11,989-96.1% | $12,624-96.3% |