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 | $14,983 | $71,050-78.9% | $93,606-84.0% | $80,856-81.5% |
| Participation rate | 97.4% | 60.4%+37.0pp | 68.7%+28.7pp | 67.6%+29.8pp |
| Annual return | 10.69% | 11.26%-0.6pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,057 | $1,564+31.6% | $2,420-15.0% | $2,755-25.3% |
| Participant deferral / active EE | $2,055 | $4,034-49.1% | $4,411-53.4% | $4,296-52.2% |
| Admin fee / account holder | $569 | $6,945-91.8% | $8,285-93.1% | $6,918-91.8% |