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 | $22,727 | $80,968-71.9% | $96,544-76.5% | $75,163-69.8% |
| Participation rate | 86.7% | 71.8%+14.9pp | 76.0%+10.7pp | 67.2%+19.5pp |
| Annual return | 45.59% | 27.06%+18.5pp | 25.84%+19.7pp | 160.62%-115.0pp |
| Employer contribution / active EE | $4,403 | $2,282+92.9% | $2,965+48.5% | $2,670+64.9% |
| Participant deferral / active EE | $8,111 | $3,928+106.5% | $4,851+67.2% | $4,125+96.6% |
| Admin fee / account holder | $902 | $6,724-86.6% | $8,252-89.1% | $5,651-84.0% |