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 | $10,322 | $89,753-88.5% | $107,525-90.4% | $84,808-87.8% |
| Participation rate | 96.6% | 68.1%+28.5pp | 75.1%+21.5pp | 68.3%+28.2pp |
| Annual return | 24.66% | 29.48%-4.8pp | 181.32%-156.7pp | 40.90%-16.2pp |
| Employer contribution / active EE | $1,859 | $3,113-40.3% | $3,754-50.5% | $2,631-29.3% |
| Participant deferral / active EE | $4,044 | $4,056-0.3% | $5,116-21.0% | $4,212-4.0% |
| Admin fee / account holder | $540 | $7,222-92.5% | $8,919-93.9% | $7,344-92.7% |