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 7-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 | $15,680 | $112,881-86.1% | $90,951-82.8% | $158,922-90.1% |
| Participation rate | 82.4% | 74.7%+7.6pp | 69.0%+13.3pp | 82.0%+0.4pp |
| Annual return | 45.56% | 215.79%-170.2pp | 134.60%-89.0pp | 302.83%-257.3pp |
| Employer contribution / active EE | $1,567 | $2,893-45.8% | $2,122-26.1% | $4,761-67.1% |
| Participant deferral / active EE | $5,770 | $4,128+39.8% | $3,373+71.1% | $5,982-3.5% |
| Admin fee / account holder | $530 | $8,041-93.4% | $5,959-91.1% | $11,246-95.3% |