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 | $12,571 | $93,571-86.6% | $135,903-90.8% | $75,163-83.3% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 105.31% | 30.90%+74.4pp | 68.23%+37.1pp | 160.62%-55.3pp |
| Employer contribution / active EE | $3,039 | $3,537-14.1% | $4,856-37.4% | $2,670+13.8% |
| Participant deferral / active EE | $4,825 | $6,404-24.7% | $7,758-37.8% | $4,125+17.0% |
| Admin fee / account holder | $1,463 | $6,975-79.0% | $10,762-86.4% | $5,651-74.1% |