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 8-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 | $18,011 | $81,208-77.8% | $98,907-81.8% | $79,858-77.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 14.57% | 60.99%-46.4pp | 196.43%-181.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,878 | $1,960+46.9% | $2,689+7.0% | $2,471+16.5% |
| Participant deferral / active EE | $4,818 | $3,265+47.6% | $4,244+13.5% | $3,740+28.8% |
| Admin fee / account holder | $4,135 | $6,013-31.2% | $6,642-37.7% | $5,306-22.1% |