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 | $19,327 | $122,239-84.2% | $184,203-89.5% | $74,495-74.1% |
| Participation rate | 95.9% | 85.5%+10.5pp | 86.8%+9.1pp | 67.2%+28.7pp |
| Annual return | 17.01% | 19.95%-2.9pp | 28.81%-11.8pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $2,902 | $4,537-36.0% | $6,427-54.9% | $2,623+10.6% |
| Participant deferral / active EE | $4,787 | $7,139-32.9% | $9,131-47.6% | $4,346+10.2% |
| Admin fee / account holder | $3,005 | $1,260+138.6% | $13,901-78.4% | $1,942+54.8% |