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 | $15,601 | $73,933-78.9% | $96,683-83.9% | $75,163-79.2% |
| Participation rate | 90.9% | 66.4%+24.5pp | 74.3%+16.6pp | 67.2%+23.7pp |
| Annual return | 45.91% | 26.70%+19.2pp | 35.69%+10.2pp | 160.62%-114.7pp |
| Employer contribution / active EE | $2,516 | $2,928-14.1% | $3,737-32.7% | $2,670-5.8% |
| Participant deferral / active EE | $5,721 | $3,659+56.4% | $4,878+17.3% | $4,125+38.7% |
| Admin fee / account holder | $1,827 | $5,216-65.0% | $6,730-72.9% | $5,651-67.7% |