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 | $18,706 | $112,096-83.3% | $95,952-80.5% | $158,922-88.2% |
| Participation rate | 70.6% | 79.0%-8.4pp | 77.1%-6.5pp | 82.0%-11.4pp |
| Annual return | 22.35% | 171.09%-148.7pp | 91.61%-69.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $706 | $3,198-77.9% | $2,541-72.2% | $4,761-85.2% |
| Participant deferral / active EE | $3,817 | $4,784-20.2% | $4,167-8.4% | $5,982-36.2% |
| Admin fee / account holder | $798 | $10,130-92.1% | $6,795-88.3% | $11,246-92.9% |