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 | $10,862 | $176,056-93.8% | $159,436-93.2% | $167,490-93.5% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 17.42% | 331.75%-314.3pp | 263.57%-246.2pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,716 | $5,297-67.6% | $4,829-64.5% | $4,837-64.5% |
| Participant deferral / active EE | $2,915 | $7,750-62.4% | $7,352-60.4% | $6,341-54.0% |
| Admin fee / account holder | $595 | $12,554-95.3% | $10,799-94.5% | $12,309-95.2% |