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 7-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 | $14,865 | $59,584-75.1% | $86,874-82.9% | $79,386-81.3% |
| Participation rate | 99.1% | 67.7%+31.4pp | 71.6%+27.4pp | 70.7%+28.4pp |
| Annual return | 15.05% | 23.15%-8.1pp | 63.52%-48.5pp | 116.85%-101.8pp |
| Employer contribution / active EE | $2,343 | $1,768+32.6% | $2,495-6.1% | $2,427-3.5% |
| Participant deferral / active EE | $2,133 | $3,036-29.8% | $3,699-42.3% | $4,046-47.3% |
| Admin fee / account holder | $689 | $604+14.1% | $5,828-88.2% | $626+10.0% |