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 10-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 | $20,058 | $202,318-90.1% | $172,739-88.4% | $152,861-86.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.09% | 1029.65%-1012.6pp | 802.84%-785.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $5,762 | $5,856-1.6% | $5,143+12.0% | $4,762+21.0% |
| Participant deferral / active EE | $4,650 | $5,948-21.8% | $5,198-10.5% | $5,850-20.5% |
| Admin fee / account holder | $4,477 | $17,109-73.8% | $13,954-67.9% | $11,596-61.4% |