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 | $13,707 | $159,602-91.4% | $150,045-90.9% | $142,382-90.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 28.17% | 70.24%-42.1pp | 62.55%-34.4pp | 217.08%-188.9pp |
| Employer contribution / active EE | $991 | $4,961-80.0% | $4,693-78.9% | $4,299-76.9% |
| Participant deferral / active EE | $4,150 | $8,310-50.1% | $7,997-48.1% | $6,507-36.2% |
| Admin fee / account holder | $930 | $14,846-93.7% | $13,435-93.1% | $12,624-92.6% |