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 7-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 | $11,233 | $86,286-87.0% | $111,297-89.9% | $85,850-86.9% |
| Participation rate | 90.0% | 73.3%+16.7pp | 77.3%+12.7pp | 69.3%+20.7pp |
| Annual return | 17.48% | 19.99%-2.5pp | 54.65%-37.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $2,296 | $2,043+12.4% | $2,731-15.9% | $2,565-10.5% |
| Participant deferral / active EE | $3,464 | $3,641-4.8% | $4,487-22.8% | $3,952-12.3% |
| Admin fee / account holder | $811 | $8,188-90.1% | $7,964-89.8% | $6,260-87.1% |