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 7-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 | $15,192 | $148,534-89.8% | $135,903-88.8% | $139,434-89.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 30.15% | 79.19%-49.0pp | 68.23%-38.1pp | 372.94%-342.8pp |
| Employer contribution / active EE | $1,047 | $5,243-80.0% | $4,856-78.4% | $4,751-78.0% |
| Participant deferral / active EE | $4,205 | $8,100-48.1% | $7,758-45.8% | $6,710-37.3% |
| Admin fee / account holder | $4,053 | $12,400-67.3% | $10,762-62.3% | $11,403-64.5% |