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 8-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 | $13,860 | $209,411-93.4% | $178,490-92.2% | $158,922-91.3% |
| Participation rate | 82.6% | 86.3%-3.7pp | 81.9%+0.7pp | 82.0%+0.7pp |
| Annual return | 8.59% | 188.75%-180.2pp | 151.07%-142.5pp | 302.83%-294.2pp |
| Employer contribution / active EE | $1,909 | $5,706-66.5% | $5,011-61.9% | $4,761-59.9% |
| Participant deferral / active EE | $3,724 | $5,954-37.5% | $5,202-28.4% | $5,982-37.7% |
| Admin fee / account holder | $7,508 | $17,074-56.0% | $13,984-46.3% | $11,246-33.2% |