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 | $28,890 | $86,929-66.8% | $102,423-71.8% | $80,856-64.3% |
| Participation rate | 71.3% | 72.4%-1.1pp | 76.5%-5.2pp | 67.6%+3.6pp |
| Annual return | 46.50% | 18.88%+27.6pp | 29.32%+17.2pp | 35.59%+10.9pp |
| Employer contribution / active EE | $3,526 | $2,369+48.8% | $3,023+16.6% | $2,755+28.0% |
| Participant deferral / active EE | $6,208 | $4,118+50.7% | $5,053+22.9% | $4,296+44.5% |
| Admin fee / account holder | $2,851 | $8,049-64.6% | $9,451-69.8% | $6,918-58.8% |