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 9-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 | $19,190 | $109,881-82.5% | $150,045-87.2% | $84,808-77.4% |
| Participation rate | 80.4% | 76.1%+4.3pp | 82.3%-1.9pp | 68.3%+12.1pp |
| Annual return | 17.63% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $881 | $3,561-75.3% | $4,693-81.2% | $2,631-66.5% |
| Participant deferral / active EE | $3,140 | $6,636-52.7% | $7,997-60.7% | $4,212-25.5% |
| Admin fee / account holder | $682 | $8,568-92.0% | $13,435-94.9% | $7,344-90.7% |