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 | $13,991 | $152,587-90.8% | $125,175-88.8% | $152,861-90.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.29% | 54.84%-34.6pp | 43.79%-23.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,607 | $4,946-27.1% | $3,865-6.7% | $4,762-24.3% |
| Participant deferral / active EE | $2,122 | $5,868-63.8% | $4,937-57.0% | $5,850-63.7% |
| Admin fee / account holder | $443 | $13,434-96.7% | $9,702-95.4% | $11,596-96.2% |