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 | $11,221 | $165,335-93.2% | $149,696-92.5% | $158,922-92.9% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 46.31% | 348.15%-301.8pp | 276.60%-230.3pp | 302.83%-256.5pp |
| Employer contribution / active EE | $1,107 | $5,103-78.3% | $4,644-76.2% | $4,761-76.8% |
| Participant deferral / active EE | $3,494 | $7,181-51.4% | $6,842-48.9% | $5,982-41.6% |
| Admin fee / account holder | $350 | $10,807-96.8% | $9,309-96.2% | $11,246-96.9% |