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 | $19,804 | $157,256-87.4% | $141,162-86.0% | $152,861-87.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 26.26% | 64.32%-38.1pp | 71.39%-45.1pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,530 | $5,261-70.9% | $4,735-67.7% | $4,762-67.9% |
| Participant deferral / active EE | $8,456 | $7,109+18.9% | $6,709+26.0% | $5,850+44.5% |
| Admin fee / account holder | $1,116 | $12,120-90.8% | $10,261-89.1% | $11,596-90.4% |