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 | $18,403 | $83,477-78.0% | $125,175-85.3% | $72,985-74.8% |
| Participation rate | 77.4% | 73.3%+4.1pp | 79.8%-2.4pp | 69.5%+7.9pp |
| Annual return | 50.34% | 25.78%+24.6pp | 43.79%+6.5pp | 81.00%-30.7pp |
| Employer contribution / active EE | $4,602 | $2,345+96.2% | $3,865+19.1% | $2,440+88.6% |
| Participant deferral / active EE | $5,688 | $3,585+58.6% | $4,937+15.2% | $3,607+57.7% |
| Admin fee / account holder | $2,465 | $5,517-55.3% | $9,702-74.6% | $5,124-51.9% |