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 3-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 | $14,303 | $133,922-89.3% | $116,228-87.7% | $142,382-90.0% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 23.02% | 147.76%-124.7pp | 90.06%-67.0pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,211 | $3,446-35.8% | $2,994-26.2% | $4,299-48.6% |
| Participant deferral / active EE | $4,167 | $5,672-26.5% | $4,953-15.9% | $6,507-36.0% |
| Admin fee / account holder | $3,630 | $14,945-75.7% | $11,989-69.7% | $12,624-71.2% |