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 | $11,636 | $109,881-89.4% | $150,045-92.2% | $84,808-86.3% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 115.41% | 28.25%+87.2pp | 62.55%+52.9pp | 40.90%+74.5pp |
| Employer contribution / active EE | $2,020 | $3,561-43.3% | $4,693-57.0% | $2,631-23.2% |
| Participant deferral / active EE | $3,352 | $6,636-49.5% | $7,997-58.1% | $4,212-20.4% |
| Admin fee / account holder | $554 | $8,568-93.5% | $13,435-95.9% | $7,344-92.5% |