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 | $15,509 | $175,202-91.1% | $149,673-89.6% | $139,434-88.9% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 30.77% | 166.71%-135.9pp | 134.42%-103.7pp | 372.94%-342.2pp |
| Employer contribution / active EE | $1,906 | $5,474-65.2% | $4,818-60.4% | $4,751-59.9% |
| Participant deferral / active EE | $4,222 | $6,519-35.2% | $5,680-25.7% | $6,710-37.1% |
| Admin fee / account holder | $560 | $16,150-96.5% | $13,210-95.8% | $11,403-95.1% |