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 | $22,144 | $112,096-80.2% | $95,952-76.9% | $158,922-86.1% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 29.61% | 171.09%-141.5pp | 91.61%-62.0pp | 302.83%-273.2pp |
| Employer contribution / active EE | $3,407 | $3,198+6.5% | $2,541+34.1% | $4,761-28.4% |
| Participant deferral / active EE | $8,527 | $4,784+78.2% | $4,167+104.6% | $5,982+42.5% |
| Admin fee / account holder | $551 | $10,130-94.6% | $6,795-91.9% | $11,246-95.1% |