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 | $21,139 | $67,411-68.6% | $91,001-76.8% | $70,131-69.9% |
| Participation rate | 81.0% | 71.4%+9.6pp | 75.6%+5.4pp | 69.5%+11.4pp |
| Annual return | 34.88% | -40.16%+75.0pp | 4.60%+30.3pp | 73.14%-38.3pp |
| Employer contribution / active EE | $1,065 | $1,786-40.4% | $2,456-56.6% | $2,342-54.5% |
| Participant deferral / active EE | $2,934 | $2,823+3.9% | $3,547-17.3% | $3,332-11.9% |
| Admin fee / account holder | $5,678 | $4,236+34.0% | $5,417+4.8% | $4,645+22.2% |