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 | $13,957 | $112,096-87.5% | $95,952-85.5% | $158,922-91.2% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 35.03% | 171.09%-136.1pp | 91.61%-56.6pp | 302.83%-267.8pp |
| Employer contribution / active EE | $1,434 | $3,198-55.2% | $2,541-43.6% | $4,761-69.9% |
| Participant deferral / active EE | $2,167 | $4,784-54.7% | $4,167-48.0% | $5,982-63.8% |
| Admin fee / account holder | $2,194 | $10,130-78.3% | $6,795-67.7% | $11,246-80.5% |