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 6-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 | $23,715 | $109,413-78.3% | $156,263-84.8% | $84,808-72.0% |
| Participation rate | 77.9% | 72.7%+5.2pp | 78.9%-1.0pp | 68.3%+9.6pp |
| Annual return | 21.86% | 20.18%+1.7pp | 59.47%-37.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $2,076 | $2,907-28.6% | $4,333-52.1% | $2,631-21.1% |
| Participant deferral / active EE | $3,318 | $4,590-27.7% | $6,158-46.1% | $4,212-21.2% |
| Admin fee / account holder | $782 | $9,357-91.6% | $14,255-94.5% | $7,344-89.3% |