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 8-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 | $14,190 | $89,753-84.2% | $107,525-86.8% | $84,808-83.3% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 26.44% | 29.48%-3.0pp | 181.32%-154.9pp | 40.90%-14.5pp |
| Employer contribution / active EE | $3,385 | $3,113+8.7% | $3,754-9.8% | $2,631+28.7% |
| Participant deferral / active EE | $2,050 | $4,056-49.5% | $5,116-59.9% | $4,212-51.3% |
| Admin fee / account holder | $908 | $7,222-87.4% | $8,919-89.8% | $7,344-87.6% |