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 | $30,558 | $101,317-69.8% | $146,958-79.2% | $74,495-59.0% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 30.08% | 8730.91%-8700.8pp | 418.34%-388.3pp | 1364.94%-1334.9pp |
| Employer contribution / active EE | $3,219 | $3,810-15.5% | $4,933-34.8% | $2,623+22.7% |
| Participant deferral / active EE | $13,318 | $7,303+82.4% | $8,070+65.0% | $4,346+206.4% |
| Admin fee / account holder | $3,426 | $1,739+97.0% | $12,998-73.6% | $1,942+76.4% |