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 | $12,831 | $176,377-92.7% | $134,143-90.4% | $158,922-91.9% |
| Participation rate | 87.0% | 78.7%+8.3pp | 72.2%+14.8pp | 82.0%+5.0pp |
| Annual return | 44.14% | 63.63%-19.5pp | 36.33%+7.8pp | 302.83%-258.7pp |
| Employer contribution / active EE | $1,904 | $5,040-62.2% | $3,704-48.6% | $4,761-60.0% |
| Participant deferral / active EE | $3,503 | $4,091-14.4% | $3,499+0.1% | $5,982-41.4% |
| Admin fee / account holder | $370 | $8,718-95.8% | $6,684-94.5% | $11,246-96.7% |