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 9-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 | $16,171 | $65,561-75.3% | $86,188-81.2% | $75,163-78.5% |
| Participation rate | 95.3% | 60.5%+34.9pp | 69.0%+26.4pp | 67.2%+28.2pp |
| Annual return | 17.33% | 46.05%-28.7pp | 1168.45%-1151.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,652 | $1,553+70.8% | $2,380+11.4% | $2,670-0.7% |
| Participant deferral / active EE | $3,679 | $3,024+21.7% | $3,985-7.7% | $4,125-10.8% |
| Admin fee / account holder | $963 | $5,474-82.4% | $6,852-85.9% | $5,651-83.0% |