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 4-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 | $7,479 | $117,983-93.7% | $101,794-92.7% | $142,382-94.7% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 65.61% | 36.92%+28.7pp | 30.53%+35.1pp | 217.08%-151.5pp |
| Employer contribution / active EE | $1,098 | $2,773-60.4% | $2,289-52.0% | $4,299-74.5% |
| Participant deferral / active EE | $1,677 | $4,714-64.4% | $4,084-58.9% | $6,507-74.2% |
| Admin fee / account holder | $1,233 | $10,433-88.2% | $8,777-86.0% | $12,624-90.2% |