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 | $17,376 | $58,694-70.4% | $142,863-87.8% | $85,850-79.8% |
| Participation rate | 90.6% | 58.5%+32.1pp | 71.9%+18.7pp | 69.3%+21.3pp |
| Annual return | 14.73% | 27.72%-13.0pp | 5637.54%-5622.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $925 | $1,423-35.0% | $4,144-77.7% | $2,565-63.9% |
| Participant deferral / active EE | $1,306 | $2,607-49.9% | $3,837-66.0% | $3,952-67.0% |
| Admin fee / account holder | $324 | $4,239-92.3% | $6,560-95.1% | $6,260-94.8% |