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 | $18,019 | $165,335-89.1% | $149,696-88.0% | $158,922-88.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 23.82% | 348.15%-324.3pp | 276.60%-252.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $1,816 | $5,103-64.4% | $4,644-60.9% | $4,761-61.9% |
| Participant deferral / active EE | $3,601 | $7,181-49.9% | $6,842-47.4% | $5,982-39.8% |
| Admin fee / account holder | $679 | $10,807-93.7% | $9,309-92.7% | $11,246-94.0% |