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 | $17,262 | $185,822-90.7% | $169,993-89.8% | $139,434-87.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 63.91% | 60.50%+3.4pp | 53.37%+10.5pp | 372.94%-309.0pp |
| Employer contribution / active EE | $4,527 | $7,590-40.4% | $6,785-33.3% | $4,751-4.7% |
| Participant deferral / active EE | $6,176 | $11,622-46.9% | $10,408-40.7% | $6,710-8.0% |
| Admin fee / account holder | $752 | $15,381-95.1% | $12,815-94.1% | $11,403-93.4% |