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 | $13,599 | $91,552-85.1% | $133,956-89.8% | $79,858-83.0% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.3pp |
| Annual return | 22.02% | 61.85%-39.8pp | 45.09%-23.1pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,281 | $2,384-46.3% | $3,919-67.3% | $2,471-48.2% |
| Participant deferral / active EE | $3,158 | $3,733-15.4% | $5,048-37.4% | $3,740-15.6% |
| Admin fee / account holder | $474 | $6,321-92.5% | $8,927-94.7% | $5,306-91.1% |