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 | $11,541 | $65,409-82.4% | $98,442-88.3% | $85,850-86.6% |
| Participation rate | 74.4% | 65.0%+9.4pp | 73.3%+1.0pp | 69.3%+5.0pp |
| Annual return | 24.84% | 21.76%+3.1pp | 1492.73%-1467.9pp | 318.53%-293.7pp |
| Employer contribution / active EE | $2,424 | $2,168+11.8% | $2,960-18.1% | $2,565-5.5% |
| Participant deferral / active EE | $4,579 | $3,166+44.6% | $4,276+7.1% | $3,952+15.9% |
| Admin fee / account holder | $621 | $4,593-86.5% | $5,949-89.6% | $6,260-90.1% |