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 | $16,196 | $124,281-87.0% | $109,143-85.2% | $167,490-90.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 18.59% | 26.04%-7.4pp | 25.75%-7.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,622 | $4,207-61.5% | $3,722-56.4% | $4,837-66.5% |
| Participant deferral / active EE | $6,526 | $5,255+24.2% | $4,653+40.2% | $6,341+2.9% |
| Admin fee / account holder | $549 | $7,970-93.1% | $6,752-91.9% | $12,309-95.5% |