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 6-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 | $17,494 | $86,944-79.9% | $107,525-83.7% | $74,304-76.5% |
| Participation rate | 70.8% | 59.6%+11.3pp | 75.1%-4.3pp | 60.3%+10.5pp |
| Annual return | 20.36% | 23.52%-3.2pp | 181.32%-161.0pp | 29.43%-9.1pp |
| Employer contribution / active EE | $1,333 | $2,757-51.7% | $3,754-64.5% | $2,241-40.5% |
| Participant deferral / active EE | $2,077 | $3,554-41.6% | $5,116-59.4% | $3,767-44.9% |
| Admin fee / account holder | $3,707 | $3,727-0.5% | $8,919-58.4% | $2,969+24.9% |