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 | $16,381 | $209,411-92.2% | $178,490-90.8% | $158,922-89.7% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 47.30% | 188.75%-141.4pp | 151.07%-103.8pp | 302.83%-255.5pp |
| Employer contribution / active EE | $1,750 | $5,706-69.3% | $5,011-65.1% | $4,761-63.2% |
| Participant deferral / active EE | $2,606 | $5,954-56.2% | $5,202-49.9% | $5,982-56.4% |
| Admin fee / account holder | $1,136 | $17,074-93.3% | $13,984-91.9% | $11,246-89.9% |