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 | $9,594 | $105,126-90.9% | $94,646-89.9% | $139,434-93.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 32.36% | 38.03%-5.7pp | 156.71%-124.3pp | 372.94%-340.6pp |
| Employer contribution / active EE | $3,649 | $4,106-11.1% | $3,672-0.6% | $4,751-23.2% |
| Participant deferral / active EE | $4,361 | $7,599-42.6% | $7,418-41.2% | $6,710-35.0% |
| Admin fee / account holder | $2,708 | $8,984-69.9% | $7,231-62.6% | $11,403-76.3% |