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 | $22,134 | $89,355-75.2% | $141,162-84.3% | $72,985-69.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 34.13% | 111.85%-77.7pp | 71.39%-37.3pp | 81.00%-46.9pp |
| Employer contribution / active EE | $2,588 | $3,114-16.9% | $4,735-45.3% | $2,440+6.1% |
| Participant deferral / active EE | $3,399 | $5,418-37.3% | $6,709-49.3% | $3,607-5.8% |
| Admin fee / account holder | $936 | $5,958-84.3% | $10,261-90.9% | $5,124-81.7% |