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 3-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 | $14,133 | $159,602-91.1% | $150,045-90.6% | $142,382-90.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.47% | 70.24%-40.8pp | 62.55%-33.1pp | 217.08%-187.6pp |
| Employer contribution / active EE | $3,958 | $4,961-20.2% | $4,693-15.7% | $4,299-7.9% |
| Participant deferral / active EE | $3,958 | $8,310-52.4% | $7,997-50.5% | $6,507-39.2% |
| Admin fee / account holder | $782 | $14,846-94.7% | $13,435-94.2% | $12,624-93.8% |