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 6-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 | $24,913 | $98,750-74.8% | $149,696-83.4% | $79,858-68.8% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.1pp |
| Annual return | 87.14% | 27.43%+59.7pp | 276.60%-189.5pp | 31.71%+55.4pp |
| Employer contribution / active EE | $3,644 | $3,216+13.3% | $4,644-21.5% | $2,471+47.5% |
| Participant deferral / active EE | $7,708 | $5,680+35.7% | $6,842+12.7% | $3,740+106.1% |
| Admin fee / account holder | $2,639 | $6,053-56.4% | $9,309-71.6% | $5,306-50.3% |