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 3-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 | $13,955 | $101,317-86.2% | $146,958-90.5% | $74,495-81.3% |
| Participation rate | 92.7% | 75.5%+17.1pp | 82.2%+10.5pp | 67.2%+25.5pp |
| Annual return | 22.73% | 8730.91%-8708.2pp | 418.34%-395.6pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $2,246 | $3,810-41.1% | $4,933-54.5% | $2,623-14.4% |
| Participant deferral / active EE | $3,118 | $7,303-57.3% | $8,070-61.4% | $4,346-28.2% |
| Admin fee / account holder | $626 | $1,739-64.0% | $12,998-95.2% | $1,942-67.7% |