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 8-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 | $12,980 | $85,766-84.9% | $136,294-90.5% | $70,131-81.5% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 27.72% | 31.45%-3.7pp | 5155.94%-5128.2pp | 73.14%-45.4pp |
| Employer contribution / active EE | $4,272 | $2,966+44.0% | $4,695-9.0% | $2,342+82.4% |
| Participant deferral / active EE | $4,762 | $5,051-5.7% | $6,247-23.8% | $3,332+42.9% |
| Admin fee / account holder | $342 | $5,420-93.7% | $9,243-96.3% | $4,645-92.6% |