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 8-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 | $14,755 | $71,050-79.2% | $93,606-84.2% | $80,856-81.8% |
| Participation rate | 76.9% | 60.4%+16.5pp | 68.7%+8.2pp | 67.6%+9.3pp |
| Annual return | 18.05% | 11.26%+6.8pp | 133.20%-115.1pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,239 | $1,564-20.8% | $2,420-48.8% | $2,755-55.0% |
| Participant deferral / active EE | $2,847 | $4,034-29.4% | $4,411-35.5% | $4,296-33.7% |
| Admin fee / account holder | $416 | $6,945-94.0% | $8,285-95.0% | $6,918-94.0% |