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 | $20,792 | $86,944-76.1% | $107,525-80.7% | $74,304-72.0% |
| Participation rate | 70.9% | 59.6%+11.3pp | 75.1%-4.2pp | 60.3%+10.5pp |
| Annual return | 22.20% | 23.52%-1.3pp | 181.32%-159.1pp | 29.43%-7.2pp |
| Employer contribution / active EE | $1,012 | $2,757-63.3% | $3,754-73.0% | $2,241-54.9% |
| Participant deferral / active EE | $1,890 | $3,554-46.8% | $5,116-63.1% | $3,767-49.8% |
| Admin fee / account holder | $1,062 | $3,727-71.5% | $8,919-88.1% | $2,969-64.2% |