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 | $13,220 | $159,602-91.7% | $150,045-91.2% | $142,382-90.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 15.89% | 70.24%-54.3pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,387 | $4,961-72.0% | $4,693-70.4% | $4,299-67.7% |
| Participant deferral / active EE | $4,305 | $8,310-48.2% | $7,997-46.2% | $6,507-33.8% |
| Admin fee / account holder | $1,847 | $14,846-87.6% | $13,435-86.3% | $12,624-85.4% |