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 10-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 | $19,891 | $202,318-90.2% | $172,739-88.5% | $152,861-87.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 21.28% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,598 | $5,856-72.7% | $5,143-68.9% | $4,762-66.4% |
| Participant deferral / active EE | $3,068 | $5,948-48.4% | $5,198-41.0% | $5,850-47.6% |
| Admin fee / account holder | $1,677 | $17,109-90.2% | $13,954-88.0% | $11,596-85.5% |