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 | $29,305 | $78,485-62.7% | $106,213-72.4% | $74,495-60.7% |
| Participation rate | 90.4% | 72.8%+17.6pp | 75.3%+15.1pp | 67.2%+23.2pp |
| Annual return | 19.57% | 15.95%+3.6pp | 116.14%-96.6pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $1,701 | $2,523-32.6% | $3,171-46.4% | $2,623-35.2% |
| Participant deferral / active EE | $3,458 | $4,322-20.0% | $5,016-31.1% | $4,346-20.4% |
| Admin fee / account holder | $2,708 | $2,232+21.3% | $11,033-75.5% | $1,942+39.5% |