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 | $9,759 | $148,534-93.4% | $135,903-92.8% | $139,434-93.0% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 32.48% | 79.19%-46.7pp | 68.23%-35.8pp | 372.94%-340.5pp |
| Employer contribution / active EE | $1,687 | $5,243-67.8% | $4,856-65.3% | $4,751-64.5% |
| Participant deferral / active EE | $5,755 | $8,100-29.0% | $7,758-25.8% | $6,710-14.2% |
| Admin fee / account holder | $1,454 | $12,400-88.3% | $10,762-86.5% | $11,403-87.3% |