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 | $10,049 | $148,534-93.2% | $135,903-92.6% | $139,434-92.8% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 17.82% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,385 | $5,243-73.6% | $4,856-71.5% | $4,751-70.9% |
| Participant deferral / active EE | $3,528 | $8,100-56.4% | $7,758-54.5% | $6,710-47.4% |
| Admin fee / account holder | $406 | $12,400-96.7% | $10,762-96.2% | $11,403-96.4% |