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 | $16,633 | $183,963-91.0% | $162,163-89.7% | $152,861-89.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 43.04% | 150.76%-107.7pp | 115.59%-72.5pp | 345.32%-302.3pp |
| Employer contribution / active EE | $3,528 | $6,371-44.6% | $5,614-37.2% | $4,762-25.9% |
| Participant deferral / active EE | $8,339 | $8,034+3.8% | $7,298+14.3% | $5,850+42.5% |
| Admin fee / account holder | $427 | $13,121-96.7% | $10,843-96.1% | $11,596-96.3% |