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 | $22,540 | $152,587-85.2% | $125,175-82.0% | $152,861-85.3% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 13.33% | 54.84%-41.5pp | 43.79%-30.5pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,961 | $4,946-60.4% | $3,865-49.3% | $4,762-58.8% |
| Participant deferral / active EE | $3,530 | $5,868-39.8% | $4,937-28.5% | $5,850-39.7% |
| Admin fee / account holder | $3,026 | $13,434-77.5% | $9,702-68.8% | $11,596-73.9% |