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 | $42,342 | $137,414-69.2% | $189,513-77.7% | $85,850-50.7% |
| Participation rate | 82.8% | 84.6%-1.9pp | 87.8%-5.0pp | 69.3%+13.4pp |
| Annual return | 15.89% | 38.14%-22.3pp | 555.15%-539.3pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,794 | $4,344-35.7% | $6,162-54.6% | $2,565+8.9% |
| Participant deferral / active EE | $6,872 | $6,260+9.8% | $8,221-16.4% | $3,952+73.9% |
| Admin fee / account holder | $7,811 | $8,630-9.5% | $12,045-35.2% | $6,260+24.8% |