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 10-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 | $13,830 | $152,587-90.9% | $125,175-89.0% | $152,861-91.0% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 37.49% | 54.84%-17.3pp | 43.79%-6.3pp | 345.32%-307.8pp |
| Employer contribution / active EE | $1,260 | $4,946-74.5% | $3,865-67.4% | $4,762-73.5% |
| Participant deferral / active EE | $2,588 | $5,868-55.9% | $4,937-47.6% | $5,850-55.8% |
| Admin fee / account holder | $960 | $13,434-92.9% | $9,702-90.1% | $11,596-91.7% |