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 | $19,855 | $162,781-87.8% | $133,956-85.2% | $158,922-87.5% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 25.28% | 41.94%-16.7pp | 45.09%-19.8pp | 302.83%-277.5pp |
| Employer contribution / active EE | $3,070 | $4,975-38.3% | $3,919-21.7% | $4,761-35.5% |
| Participant deferral / active EE | $3,070 | $5,911-48.1% | $5,048-39.2% | $5,982-48.7% |
| Admin fee / account holder | $761 | $11,736-93.5% | $8,927-91.5% | $11,246-93.2% |