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 | $13,990 | $210,648-93.4% | $177,989-92.1% | $145,922-90.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.96% | 385.86%-368.9pp | 294.48%-277.5pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,586 | $4,565-43.3% | $3,949-34.5% | $4,660-44.5% |
| Participant deferral / active EE | $2,996 | $6,958-56.9% | $6,276-52.3% | $6,688-55.2% |
| Admin fee / account holder | $757 | $12,013-93.7% | $10,363-92.7% | $13,397-94.4% |