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 | $24,633 | $214,378-88.5% | $200,582-87.7% | $142,382-82.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 12.26% | 46.41%-34.1pp | 42.33%-30.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,445 | $6,841-78.9% | $6,419-77.5% | $4,299-66.4% |
| Participant deferral / active EE | $6,054 | $9,865-38.6% | $9,331-35.1% | $6,507-7.0% |
| Admin fee / account holder | $2,475 | $17,692-86.0% | $16,305-84.8% | $12,624-80.4% |