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 | $18,695 | $165,984-88.7% | $164,813-88.7% | $145,922-87.2% |
| Participation rate | 87.0% | 82.0%+5.0pp | 78.6%+8.4pp | 80.3%+6.7pp |
| Annual return | 8.91% | 100.03%-91.1pp | 69.93%-61.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,734 | $5,273-67.1% | $4,341-60.1% | $4,660-62.8% |
| Participant deferral / active EE | $3,560 | $6,959-48.8% | $6,031-41.0% | $6,688-46.8% |
| Admin fee / account holder | $334 | $16,648-98.0% | $12,690-97.4% | $13,397-97.5% |