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 | $16,819 | $93,571-82.0% | $135,903-87.6% | $75,163-77.6% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 46.35% | 30.90%+15.4pp | 68.23%-21.9pp | 160.62%-114.3pp |
| Employer contribution / active EE | $4,612 | $3,537+30.4% | $4,856-5.0% | $2,670+72.7% |
| Participant deferral / active EE | $13,184 | $6,404+105.9% | $7,758+69.9% | $4,125+219.6% |
| Admin fee / account holder | $1,236 | $6,975-82.3% | $10,762-88.5% | $5,651-78.1% |