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 | $9,514 | $176,812-94.6% | $146,665-93.5% | $167,490-94.3% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 38.36% | 24.03%+14.3pp | 22.74%+15.6pp | 478.56%-440.2pp |
| Employer contribution / active EE | $2,053 | $5,160-60.2% | $4,136-50.4% | $4,837-57.6% |
| Participant deferral / active EE | $4,426 | $6,440-31.3% | $5,506-19.6% | $6,341-30.2% |
| Admin fee / account holder | $1,240 | $13,259-90.6% | $10,280-87.9% | $12,309-89.9% |