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 | $18,500 | $68,346-72.9% | $94,646-80.5% | $75,163-75.4% |
| Participation rate | 95.6% | 76.1%+19.5pp | 80.8%+14.7pp | 67.2%+28.4pp |
| Annual return | 30.95% | 616.93%-586.0pp | 156.71%-125.8pp | 160.62%-129.7pp |
| Employer contribution / active EE | $3,951 | $2,701+46.3% | $3,672+7.6% | $2,670+48.0% |
| Participant deferral / active EE | $8,004 | $6,537+22.4% | $7,418+7.9% | $4,125+94.0% |
| Admin fee / account holder | $509 | $5,326-90.4% | $7,231-93.0% | $5,651-91.0% |