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 | $14,987 | $112,881-86.7% | $90,951-83.5% | $158,922-90.6% |
| Participation rate | 95.8% | 74.7%+21.1pp | 69.0%+26.8pp | 82.0%+13.9pp |
| Annual return | 22.27% | 215.79%-193.5pp | 134.60%-112.3pp | 302.83%-280.6pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,136 | $4,128-48.3% | $3,373-36.7% | $5,982-64.3% |
| Admin fee / account holder | $1,409 | $8,041-82.5% | $5,959-76.3% | $11,246-87.5% |