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 | $13,349 | $109,413-87.8% | $156,263-91.5% | $84,808-84.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 21.47% | 20.18%+1.3pp | 59.47%-38.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $3,977 | $2,907+36.8% | $4,333-8.2% | $2,631+51.2% |
| Participant deferral / active EE | $3,221 | $4,590-29.8% | $6,158-47.7% | $4,212-23.5% |
| Admin fee / account holder | $1,009 | $9,357-89.2% | $14,255-92.9% | $7,344-86.3% |