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 7-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 | $13,429 | $202,432-93.4% | $169,368-92.1% | $139,434-90.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.84% | 531.74%-508.9pp | 405.60%-382.8pp | 372.94%-350.1pp |
| Employer contribution / active EE | $2,373 | $4,692-49.4% | $4,013-40.9% | $4,751-50.0% |
| Participant deferral / active EE | $5,162 | $6,938-25.6% | $6,221-17.0% | $6,710-23.1% |
| Admin fee / account holder | $426 | $10,708-96.0% | $9,003-95.3% | $11,403-96.3% |