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 | $13,171 | $159,602-91.7% | $150,045-91.2% | $142,382-90.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.98% | 70.24%-41.3pp | 62.55%-33.6pp | 217.08%-188.1pp |
| Employer contribution / active EE | $4,849 | $4,961-2.3% | $4,693+3.3% | $4,299+12.8% |
| Participant deferral / active EE | $8,543 | $8,310+2.8% | $7,997+6.8% | $6,507+31.3% |
| Admin fee / account holder | $2,053 | $14,846-86.2% | $13,435-84.7% | $12,624-83.7% |