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 3-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 | $9,214 | $154,117-94.0% | $129,995-92.9% | $139,434-93.4% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.5%+0.1pp | 80.3%-1.7pp |
| Annual return | 26.69% | 32.48%-5.8pp | -137.18%+163.9pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,776 | $5,289-66.4% | $4,320-58.9% | $4,751-62.6% |
| Participant deferral / active EE | $2,422 | $6,710-63.9% | $5,820-58.4% | $6,710-63.9% |
| Admin fee / account holder | $384 | $14,007-97.3% | $10,614-96.4% | $11,403-96.6% |