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 | $14,595 | $117,841-87.6% | $102,423-85.8% | $145,922-90.0% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 12.84% | 31.65%-18.8pp | 29.32%-16.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,358 | $3,615-62.4% | $3,023-55.1% | $4,660-70.9% |
| Participant deferral / active EE | $2,295 | $5,731-60.0% | $5,053-54.6% | $6,688-65.7% |
| Admin fee / account holder | $2,222 | $13,326-83.3% | $9,451-76.5% | $13,397-83.4% |