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 | $14,549 | $162,781-91.1% | $133,956-89.1% | $158,922-90.8% |
| Participation rate | 82.4% | 83.2%-0.9pp | 79.8%+2.5pp | 82.0%+0.4pp |
| Annual return | 31.67% | 41.94%-10.3pp | 45.09%-13.4pp | 302.83%-271.2pp |
| Employer contribution / active EE | $2,192 | $4,975-55.9% | $3,919-44.1% | $4,761-54.0% |
| Participant deferral / active EE | $3,936 | $5,911-33.4% | $5,048-22.0% | $5,982-34.2% |
| Admin fee / account holder | $372 | $11,736-96.8% | $8,927-95.8% | $11,246-96.7% |