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 | $13,520 | $228,332-94.1% | $185,823-92.7% | $158,922-91.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 8.96% | 40.80%-31.8pp | 35.95%-27.0pp | 302.83%-293.9pp |
| Employer contribution / active EE | $898 | $4,967-81.9% | $4,087-78.0% | $4,761-81.1% |
| Participant deferral / active EE | $1,805 | $6,415-71.9% | $5,632-67.9% | $5,982-69.8% |
| Admin fee / account holder | $2,313 | $11,864-80.5% | $9,500-75.7% | $11,246-79.4% |