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 | $22,273 | $86,286-74.2% | $111,297-80.0% | $85,850-74.1% |
| Participation rate | 83.9% | 73.3%+10.5pp | 77.3%+6.6pp | 69.3%+14.6pp |
| Annual return | 14.78% | 19.99%-5.2pp | 54.65%-39.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,225 | $2,043-40.1% | $2,731-55.2% | $2,565-52.3% |
| Participant deferral / active EE | $2,105 | $3,641-42.2% | $4,487-53.1% | $3,952-46.7% |
| Admin fee / account holder | $3,321 | $8,188-59.4% | $7,964-58.3% | $6,260-46.9% |