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 | $21,502 | $93,571-77.0% | $135,903-84.2% | $75,163-71.4% |
| Participation rate | 80.4% | 75.2%+5.3pp | 81.9%-1.5pp | 67.2%+13.2pp |
| Annual return | 112.05% | 30.90%+81.1pp | 68.23%+43.8pp | 160.62%-48.6pp |
| Employer contribution / active EE | $1,343 | $3,537-62.0% | $4,856-72.3% | $2,670-49.7% |
| Participant deferral / active EE | $2,672 | $6,404-58.3% | $7,758-65.6% | $4,125-35.2% |
| Admin fee / account holder | $3,077 | $6,975-55.9% | $10,762-71.4% | $5,651-45.6% |