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 4-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 | $14,075 | $71,883-80.4% | $86,677-83.8% | $68,494-79.5% |
| Participation rate | 91.5% | 72.2%+19.2pp | 76.6%+14.9pp | 67.9%+23.6pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,969 | $2,173+82.7% | $2,836+39.9% | $2,596+52.9% |
| Participant deferral / active EE | $8,135 | $3,779+115.3% | $4,656+74.7% | $4,027+102.0% |
| Admin fee / account holder | $2,794 | $6,112-54.3% | $7,493-62.7% | $5,403-48.3% |