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 9-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 | $13,310 | $73,933-82.0% | $96,683-86.2% | $75,163-82.3% |
| Participation rate | 74.2% | 66.4%+7.8pp | 74.3%-0.1pp | 67.2%+7.1pp |
| Annual return | 50.41% | 26.70%+23.7pp | 35.69%+14.7pp | 160.62%-110.2pp |
| Employer contribution / active EE | $3,006 | $2,928+2.7% | $3,737-19.6% | $2,670+12.6% |
| Participant deferral / active EE | $4,464 | $3,659+22.0% | $4,878-8.5% | $4,125+8.2% |
| Admin fee / account holder | $512 | $5,216-90.2% | $6,730-92.4% | $5,651-90.9% |