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 | $16,419 | $183,519-91.1% | $155,509-89.4% | $145,922-88.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 23.29% | 61.17%-37.9pp | 64.67%-41.4pp | 561.29%-538.0pp |
| Employer contribution / active EE | $3,176 | $5,313-40.2% | $4,672-32.0% | $4,660-31.9% |
| Participant deferral / active EE | $4,882 | $6,462-24.5% | $5,626-13.2% | $6,688-27.0% |
| Admin fee / account holder | $674 | $19,313-96.5% | $15,912-95.8% | $13,397-95.0% |