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 9-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 | $11,679 | $107,334-89.1% | $92,893-87.4% | $152,861-92.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 27.33% | 145.58%-118.3pp | 109.41%-82.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,262 | $4,221-70.1% | $3,653-65.5% | $4,762-73.5% |
| Participant deferral / active EE | $1,691 | $4,845-65.1% | $4,236-60.1% | $5,850-71.1% |
| Admin fee / account holder | $1,536 | $7,079-78.3% | $5,794-73.5% | $11,596-86.8% |