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 8-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 | $10,117 | $58,927-82.8% | $76,817-86.8% | $72,985-86.1% |
| Participation rate | 96.9% | 67.3%+29.5pp | 72.1%+24.8pp | 69.5%+27.4pp |
| Annual return | 24.45% | 2305.64%-2281.2pp | 1166.11%-1141.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,488 | $1,787-16.7% | $2,302-35.4% | $2,440-39.0% |
| Participant deferral / active EE | $3,444 | $2,690+28.0% | $3,336+3.2% | $3,607-4.5% |
| Admin fee / account holder | $697 | $4,013-82.6% | $6,420-89.1% | $5,124-86.4% |