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 9-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 | $19,491 | $217,402-91.0% | $185,823-89.5% | $167,490-88.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.09% | 148.36%-127.3pp | 122.05%-101.0pp | 478.56%-457.5pp |
| Employer contribution / active EE | $2,754 | $5,873-53.1% | $5,167-46.7% | $4,837-43.1% |
| Participant deferral / active EE | $11,698 | $6,356+84.0% | $5,568+110.1% | $6,341+84.5% |
| Admin fee / account holder | $578 | $19,811-97.1% | $16,237-96.4% | $12,309-95.3% |