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 7-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 | $16,262 | $98,750-83.5% | $149,696-89.1% | $79,858-79.6% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.5%+4.3pp | 69.6%+17.1pp |
| Annual return | 28.39% | 27.43%+1.0pp | 276.60%-248.2pp | 31.71%-3.3pp |
| Employer contribution / active EE | $1,182 | $3,216-63.3% | $4,644-74.6% | $2,471-52.2% |
| Participant deferral / active EE | $4,201 | $5,680-26.0% | $6,842-38.6% | $3,740+12.3% |
| Admin fee / account holder | $381 | $6,053-93.7% | $9,309-95.9% | $5,306-92.8% |