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 3-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 | $8,372 | $165,984-95.0% | $164,813-94.9% | $145,922-94.3% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 17.22% | 100.03%-82.8pp | 69.93%-52.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,546 | $5,273-51.7% | $4,341-41.4% | $4,660-45.4% |
| Participant deferral / active EE | $3,961 | $6,959-43.1% | $6,031-34.3% | $6,688-40.8% |
| Admin fee / account holder | $1,705 | $16,648-89.8% | $12,690-86.6% | $13,397-87.3% |