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 | $19,859 | $77,813-74.5% | $123,544-83.9% | $64,186-69.1% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | 3.13% | 12.48%-9.4pp | 119.20%-116.1pp | 7.63%-4.5pp |
| Employer contribution / active EE | $4,233 | $3,014+40.4% | $4,628-8.5% | $2,381+77.8% |
| Participant deferral / active EE | $9,945 | $5,240+89.8% | $6,426+54.8% | $3,470+186.7% |
| Admin fee / account holder | $3,712 | $5,519-32.7% | $9,284-60.0% | $4,888-24.1% |