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 | $13,412 | $228,332-94.1% | $185,823-92.8% | $158,922-91.6% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.0%+8.6pp | 82.0%+4.7pp |
| Annual return | 14.01% | 40.80%-26.8pp | 35.95%-21.9pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,389 | $4,967-51.9% | $4,087-41.5% | $4,761-49.8% |
| Participant deferral / active EE | $3,000 | $6,415-53.2% | $5,632-46.7% | $5,982-49.9% |
| Admin fee / account holder | $1,755 | $11,864-85.2% | $9,500-81.5% | $11,246-84.4% |