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 6-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 | $13,910 | $183,519-92.4% | $155,509-91.1% | $145,922-90.5% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 35.28% | 61.17%-25.9pp | 64.67%-29.4pp | 561.29%-526.0pp |
| Employer contribution / active EE | $1,266 | $5,313-76.2% | $4,672-72.9% | $4,660-72.8% |
| Participant deferral / active EE | $2,496 | $6,462-61.4% | $5,626-55.6% | $6,688-62.7% |
| Admin fee / account holder | $686 | $19,313-96.4% | $15,912-95.7% | $13,397-94.9% |