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 | $26,614 | $197,591-86.5% | $177,821-85.0% | $158,922-83.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.77% | 58.76%-34.0pp | 48.32%-23.6pp | 302.83%-278.1pp |
| Employer contribution / active EE | $3,887 | $6,697-42.0% | $5,918-34.3% | $4,761-18.4% |
| Participant deferral / active EE | $5,681 | $8,405-32.4% | $7,714-26.4% | $5,982-5.0% |
| Admin fee / account holder | $3,033 | $15,399-80.3% | $12,427-75.6% | $11,246-73.0% |