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 | $18,711 | $162,781-88.5% | $133,956-86.0% | $158,922-88.2% |
| Participation rate | 70.8% | 83.2%-12.4pp | 79.8%-9.0pp | 82.0%-11.1pp |
| Annual return | 20.61% | 41.94%-21.3pp | 45.09%-24.5pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,898 | $4,975-41.8% | $3,919-26.0% | $4,761-39.1% |
| Participant deferral / active EE | $1,890 | $5,911-68.0% | $5,048-62.6% | $5,982-68.4% |
| Admin fee / account holder | $646 | $11,736-94.5% | $8,927-92.8% | $11,246-94.3% |