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 8-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 | $13,958 | $112,881-87.6% | $90,951-84.7% | $158,922-91.2% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 21.33% | 215.79%-194.5pp | 134.60%-113.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,486 | $2,893-48.6% | $2,122-30.0% | $4,761-68.8% |
| Participant deferral / active EE | $3,127 | $4,128-24.2% | $3,373-7.3% | $5,982-47.7% |
| Admin fee / account holder | $670 | $8,041-91.7% | $5,959-88.7% | $11,246-94.0% |