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 | $19,923 | $214,378-90.7% | $200,582-90.1% | $142,382-86.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 18.97% | 46.41%-27.4pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,466 | $6,841-78.6% | $6,419-77.2% | $4,299-65.9% |
| Participant deferral / active EE | $5,171 | $9,865-47.6% | $9,331-44.6% | $6,507-20.5% |
| Admin fee / account holder | $1,696 | $17,692-90.4% | $16,305-89.6% | $12,624-86.6% |