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 | $13,805 | $176,056-92.2% | $159,436-91.3% | $167,490-91.8% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 19.01% | 331.75%-312.7pp | 263.57%-244.6pp | 478.56%-459.5pp |
| Employer contribution / active EE | $2,639 | $5,297-50.2% | $4,829-45.4% | $4,837-45.4% |
| Participant deferral / active EE | $4,115 | $7,750-46.9% | $7,352-44.0% | $6,341-35.1% |
| Admin fee / account holder | $1,337 | $12,554-89.4% | $10,799-87.6% | $12,309-89.1% |