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 | $24,076 | $162,781-85.2% | $133,956-82.0% | $158,922-84.9% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 22.17% | 41.94%-19.8pp | 45.09%-22.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,257 | $4,975-74.7% | $3,919-67.9% | $4,761-73.6% |
| Participant deferral / active EE | $3,111 | $5,911-47.4% | $5,048-38.4% | $5,982-48.0% |
| Admin fee / account holder | $1,349 | $11,736-88.5% | $8,927-84.9% | $11,246-88.0% |