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 10-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 | $20,920 | $135,952-84.6% | $123,892-83.1% | $273,961-92.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.38% | 56.63%-52.2pp | 47.52%-43.1pp | 41.45%-37.1pp |
| Employer contribution / active EE | $9,028 | $5,170+74.6% | $4,617+95.5% | $4,869+85.4% |
| Participant deferral / active EE | $2,687 | $6,343-57.6% | $5,984-55.1% | $5,287-49.2% |
| Admin fee / account holder | $1,765 | $9,817-82.0% | $8,357-78.9% | $10,132-82.6% |