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 6-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 | $22,432 | $217,402-89.7% | $185,823-87.9% | $167,490-86.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.75% | 148.36%-120.6pp | 122.05%-94.3pp | 478.56%-450.8pp |
| Employer contribution / active EE | $7,988 | $5,873+36.0% | $5,167+54.6% | $4,837+65.1% |
| Participant deferral / active EE | $8,792 | $6,356+38.3% | $5,568+57.9% | $6,341+38.7% |
| Admin fee / account holder | $305 | $19,811-98.5% | $16,237-98.1% | $12,309-97.5% |