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 10-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 | $14,789 | $50,637-70.8% | $86,590-82.9% | $62,292-76.3% |
| Participation rate | 74.8% | 67.9%+6.9pp | 73.5%+1.2pp | 69.5%+5.2pp |
| Annual return | 18.60% | 20.80%-2.2pp | 964.84%-946.2pp | 28.90%-10.3pp |
| Employer contribution / active EE | $350 | $2,075-83.1% | $2,839-87.7% | $2,042-82.9% |
| Participant deferral / active EE | $1,825 | $2,611-30.1% | $3,609-49.4% | $3,169-42.4% |
| Admin fee / account holder | $1,216 | $413+194.1% | $4,906-75.2% | $479+153.6% |