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 8-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 | $16,107 | $159,602-89.9% | $150,045-89.3% | $142,382-88.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 24.71% | 70.24%-45.5pp | 62.55%-37.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $5,663 | $4,961+14.2% | $4,693+20.7% | $4,299+31.7% |
| Participant deferral / active EE | $5,999 | $8,310-27.8% | $7,997-25.0% | $6,507-7.8% |
| Admin fee / account holder | $3,203 | $14,846-78.4% | $13,435-76.2% | $12,624-74.6% |