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 7-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 | $16,907 | $179,726-90.6% | $156,263-89.2% | $142,382-88.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 21.22% | 77.86%-56.6pp | 59.47%-38.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,624 | $5,069-48.2% | $4,333-39.5% | $4,299-39.0% |
| Participant deferral / active EE | $2,906 | $6,956-58.2% | $6,158-52.8% | $6,507-55.3% |
| Admin fee / account holder | $1,506 | $17,272-91.3% | $14,255-89.4% | $12,624-88.1% |