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 6-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 | $20,867 | $209,411-90.0% | $178,490-88.3% | $158,922-86.9% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 26.41% | 188.75%-162.3pp | 151.07%-124.7pp | 302.83%-276.4pp |
| Employer contribution / active EE | $2,037 | $5,706-64.3% | $5,011-59.4% | $4,761-57.2% |
| Participant deferral / active EE | $6,656 | $5,954+11.8% | $5,202+28.0% | $5,982+11.3% |
| Admin fee / account holder | $558 | $17,074-96.7% | $13,984-96.0% | $11,246-95.0% |