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 | $17,372 | $126,574-86.3% | $106,213-83.6% | $145,922-88.1% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 13.01% | 224.79%-211.8pp | 116.14%-103.1pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,343 | $3,730-64.0% | $3,171-57.6% | $4,660-71.2% |
| Participant deferral / active EE | $5,892 | $5,724+2.9% | $5,016+17.5% | $6,688-11.9% |
| Admin fee / account holder | $525 | $17,304-97.0% | $11,033-95.2% | $13,397-96.1% |