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 6-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 | $19,614 | $101,724-80.7% | $164,813-88.1% | $80,856-75.7% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.6%+21.3pp |
| Annual return | 13.48% | 16.72%-3.2pp | 69.93%-56.5pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,293 | $2,953-56.2% | $4,341-70.2% | $2,755-53.1% |
| Participant deferral / active EE | $3,988 | $4,477-10.9% | $6,031-33.9% | $4,296-7.2% |
| Admin fee / account holder | $689 | $8,227-91.6% | $12,690-94.6% | $6,918-90.0% |