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 | $14,425 | $112,096-87.1% | $95,952-85.0% | $158,922-90.9% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 25.37% | 171.09%-145.7pp | 91.61%-66.2pp | 302.83%-277.5pp |
| Employer contribution / active EE | $1,781 | $3,198-44.3% | $2,541-29.9% | $4,761-62.6% |
| Participant deferral / active EE | $3,998 | $4,784-16.4% | $4,167-4.1% | $5,982-33.2% |
| Admin fee / account holder | $1,126 | $10,130-88.9% | $6,795-83.4% | $11,246-90.0% |