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 | $13,651 | $227,553-94.0% | $189,557-92.8% | $167,490-91.8% |
| Participation rate | 73.3% | 82.5%-9.2pp | 78.4%-5.1pp | 82.1%-8.8pp |
| Annual return | 11.72% | 78.40%-66.7pp | 64.17%-52.4pp | 478.56%-466.8pp |
| Employer contribution / active EE | $871 | $5,316-83.6% | $4,412-80.3% | $4,837-82.0% |
| Participant deferral / active EE | $2,585 | $7,002-63.1% | $6,174-58.1% | $6,341-59.2% |
| Admin fee / account holder | $659 | $11,878-94.5% | $9,807-93.3% | $12,309-94.6% |