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 | $28,422 | $162,781-82.5% | $133,956-78.8% | $158,922-82.1% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 6.76% | 41.94%-35.2pp | 45.09%-38.3pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,963 | $4,975-60.5% | $3,919-49.9% | $4,761-58.8% |
| Participant deferral / active EE | $6,219 | $5,911+5.2% | $5,048+23.2% | $5,982+4.0% |
| Admin fee / account holder | $2,269 | $11,736-80.7% | $8,927-74.6% | $11,246-79.8% |