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 | $29,842 | $202,318-85.2% | $172,739-82.7% | $152,861-80.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 24.38% | 1029.65%-1005.3pp | 802.84%-778.5pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,244 | $5,856-78.8% | $5,143-75.8% | $4,762-73.9% |
| Participant deferral / active EE | $4,917 | $5,948-17.3% | $5,198-5.4% | $5,850-16.0% |
| Admin fee / account holder | $1,285 | $17,109-92.5% | $13,954-90.8% | $11,596-88.9% |