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 | $13,229 | $185,822-92.9% | $169,993-92.2% | $139,434-90.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.80% | 60.50%-33.7pp | 53.37%-26.6pp | 372.94%-346.1pp |
| Employer contribution / active EE | $2,301 | $7,590-69.7% | $6,785-66.1% | $4,751-51.6% |
| Participant deferral / active EE | $4,654 | $11,622-60.0% | $10,408-55.3% | $6,710-30.6% |
| Admin fee / account holder | $1,394 | $15,381-90.9% | $12,815-89.1% | $11,403-87.8% |