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 3-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 | $21,353 | $101,724-79.0% | $164,813-87.0% | $80,856-73.6% |
| Participation rate | 96.8% | 71.8%+24.9pp | 78.6%+18.2pp | 67.6%+29.1pp |
| Annual return | 70.21% | 16.72%+53.5pp | 69.93%+0.3pp | 35.59%+34.6pp |
| Employer contribution / active EE | $4,054 | $2,953+37.3% | $4,341-6.6% | $2,755+47.1% |
| Participant deferral / active EE | $8,299 | $4,477+85.4% | $6,031+37.6% | $4,296+93.2% |
| Admin fee / account holder | $1,253 | $8,227-84.8% | $12,690-90.1% | $6,918-81.9% |