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 | $10,356 | $173,345-94.0% | $136,007-92.4% | $145,922-92.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.88% | 1163.32%-1151.4pp | 579.32%-567.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,389 | $5,278-54.7% | $4,217-43.3% | $4,660-48.7% |
| Participant deferral / active EE | $5,830 | $8,699-33.0% | $7,025-17.0% | $6,688-12.8% |
| Admin fee / account holder | $2,016 | $9,954-79.7% | $6,858-70.6% | $13,397-84.9% |