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 7-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 | $23,767 | $197,591-88.0% | $177,821-86.6% | $158,922-85.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 42.50% | 58.76%-16.3pp | 48.32%-5.8pp | 302.83%-260.3pp |
| Employer contribution / active EE | $3,995 | $6,697-40.4% | $5,918-32.5% | $4,761-16.1% |
| Participant deferral / active EE | $7,645 | $8,405-9.0% | $7,714-0.9% | $5,982+27.8% |
| Admin fee / account holder | $513 | $15,399-96.7% | $12,427-95.9% | $11,246-95.4% |