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 9-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 | $21,093 | $165,335-87.2% | $149,696-85.9% | $158,922-86.7% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 21.69% | 348.15%-326.5pp | 276.60%-254.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,142 | $5,103-77.6% | $4,644-75.4% | $4,761-76.0% |
| Participant deferral / active EE | $3,890 | $7,181-45.8% | $6,842-43.1% | $5,982-35.0% |
| Admin fee / account holder | $1,430 | $10,807-86.8% | $9,309-84.6% | $11,246-87.3% |