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 7-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 | $12,548 | $148,534-91.6% | $135,903-90.8% | $139,434-91.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 17.28% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,701 | $5,243-67.6% | $4,856-65.0% | $4,751-64.2% |
| Participant deferral / active EE | $3,859 | $8,100-52.4% | $7,758-50.3% | $6,710-42.5% |
| Admin fee / account holder | $1,413 | $12,400-88.6% | $10,762-86.9% | $11,403-87.6% |