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 10-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 | $4,149 | $81,632-94.9% | $70,449-94.1% | $158,922-97.4% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 17.33% | 208.40%-191.1pp | 109.03%-91.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $537 | $3,217-83.3% | $2,737-80.4% | $4,761-88.7% |
| Participant deferral / active EE | $1,238 | $4,554-72.8% | $3,709-66.6% | $5,982-79.3% |
| Admin fee / account holder | $336 | $6,193-94.6% | $3,845-91.3% | $11,246-97.0% |