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 4-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 | $17,804 | $80,673-77.9% | $101,326-82.4% | $84,808-79.0% |
| Participation rate | 97.0% | 77.8%+19.2pp | 81.5%+15.5pp | 68.3%+28.7pp |
| Annual return | 102.88% | 38.95%+63.9pp | 36.82%+66.1pp | 40.90%+62.0pp |
| Employer contribution / active EE | $3,109 | $2,698+15.2% | $3,665-15.2% | $2,631+18.2% |
| Participant deferral / active EE | $9,224 | $6,840+34.8% | $7,994+15.4% | $4,212+119.0% |
| Admin fee / account holder | $1,156 | $12,784-91.0% | $11,185-89.7% | $7,344-84.3% |