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 9-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 | $14,753 | $48,335-69.5% | $121,098-87.8% | $71,457-79.4% |
| Participation rate | 74.6% | 54.3%+20.3pp | 69.5%+5.1pp | 67.9%+6.7pp |
| Annual return | 20.95% | 23.32%-2.4pp | 985.75%-964.8pp | 28.85%-7.9pp |
| Employer contribution / active EE | $879 | $1,489-41.0% | $4,164-78.9% | $2,588-66.0% |
| Participant deferral / active EE | $2,149 | $2,754-22.0% | $4,080-47.3% | $4,289-49.9% |
| Admin fee / account holder | $1,201 | $1,841-34.7% | $5,644-78.7% | $1,587-24.3% |