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 8-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 | $22,958 | $105,181-78.2% | $159,436-85.6% | $85,850-73.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.94% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $4,672 | $3,318+40.8% | $4,829-3.2% | $2,565+82.2% |
| Participant deferral / active EE | $4,748 | $5,945-20.1% | $7,352-35.4% | $3,952+20.1% |
| Admin fee / account holder | $1,500 | $6,933-78.4% | $10,799-86.1% | $6,260-76.0% |