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 5-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 | $6,781 | $95,416-92.9% | $185,823-96.4% | $85,850-92.1% |
| Participation rate | 94.8% | 68.8%+26.1pp | 81.7%+13.1pp | 69.3%+25.5pp |
| Annual return | 35.23% | 23.59%+11.6pp | 122.05%-86.8pp | 318.53%-283.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,329 | $3,423+55.7% | $5,568-4.3% | $3,952+34.8% |
| Admin fee / account holder | $1,449 | $7,213-79.9% | $16,237-91.1% | $6,260-76.8% |