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 | $17,916 | $157,256-88.6% | $141,162-87.3% | $152,861-88.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 37.47% | 64.32%-26.9pp | 71.39%-33.9pp | 345.32%-307.9pp |
| Employer contribution / active EE | $3,421 | $5,261-35.0% | $4,735-27.8% | $4,762-28.2% |
| Participant deferral / active EE | $6,718 | $7,109-5.5% | $6,709+0.1% | $5,850+14.8% |
| Admin fee / account holder | $5,790 | $12,120-52.2% | $10,261-43.6% | $11,596-50.1% |