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 5-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 | $15,450 | $202,318-92.4% | $172,739-91.1% | $152,861-89.9% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 27.14% | 1029.65%-1002.5pp | 802.84%-775.7pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,684 | $5,856-54.2% | $5,143-47.8% | $4,762-43.6% |
| Participant deferral / active EE | $3,036 | $5,948-49.0% | $5,198-41.6% | $5,850-48.1% |
| Admin fee / account holder | $759 | $17,109-95.6% | $13,954-94.6% | $11,596-93.5% |