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 3-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 | $13,967 | $179,726-92.2% | $156,263-91.1% | $142,382-90.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 21.15% | 77.86%-56.7pp | 59.47%-38.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,575 | $5,069-68.9% | $4,333-63.7% | $4,299-63.4% |
| Participant deferral / active EE | $2,537 | $6,956-63.5% | $6,158-58.8% | $6,507-61.0% |
| Admin fee / account holder | $1,774 | $17,272-89.7% | $14,255-87.6% | $12,624-85.9% |