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 | $28,654 | $209,832-86.3% | $189,513-84.9% | $167,490-82.9% |
| Participation rate | 88.2% | 88.7%-0.4pp | 87.8%+0.4pp | 82.1%+6.1pp |
| Annual return | 23.41% | 748.27%-724.9pp | 555.15%-531.7pp | 478.56%-455.1pp |
| Employer contribution / active EE | $5,963 | $6,914-13.8% | $6,162-3.2% | $4,837+23.3% |
| Participant deferral / active EE | $13,968 | $8,935+56.3% | $8,221+69.9% | $6,341+120.3% |
| Admin fee / account holder | $1,470 | $14,293-89.7% | $12,045-87.8% | $12,309-88.1% |