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 | $19,356 | $152,587-87.3% | $125,175-84.5% | $152,861-87.3% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.4%+2.2pp |
| Annual return | 37.43% | 54.84%-17.4pp | 43.79%-6.4pp | 345.32%-307.9pp |
| Employer contribution / active EE | $1,691 | $4,946-65.8% | $3,865-56.3% | $4,762-64.5% |
| Participant deferral / active EE | $3,456 | $5,868-41.1% | $4,937-30.0% | $5,850-40.9% |
| Admin fee / account holder | $463 | $13,434-96.6% | $9,702-95.2% | $11,596-96.0% |