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 | $11,602 | $148,534-92.2% | $135,903-91.5% | $139,434-91.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 44.11% | 79.19%-35.1pp | 68.23%-24.1pp | 372.94%-328.8pp |
| Employer contribution / active EE | $3,772 | $5,243-28.1% | $4,856-22.3% | $4,751-20.6% |
| Participant deferral / active EE | $4,776 | $8,100-41.0% | $7,758-38.4% | $6,710-28.8% |
| Admin fee / account holder | $517 | $12,400-95.8% | $10,762-95.2% | $11,403-95.5% |