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 5-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 | $14,544 | $65,561-77.8% | $86,188-83.1% | $75,163-80.7% |
| Participation rate | 96.3% | 60.5%+35.8pp | 69.0%+27.3pp | 67.2%+29.1pp |
| Annual return | 24.90% | 46.05%-21.2pp | 1168.45%-1143.5pp | 160.62%-135.7pp |
| Employer contribution / active EE | $2,287 | $1,553+47.3% | $2,380-3.9% | $2,670-14.3% |
| Participant deferral / active EE | $4,470 | $3,024+47.8% | $3,985+12.2% | $4,125+8.4% |
| Admin fee / account holder | $406 | $5,474-92.6% | $6,852-94.1% | $5,651-92.8% |