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 | $8,543 | $78,422-89.1% | $95,952-91.1% | $79,858-89.3% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 17.05% | 19.37%-2.3pp | 91.61%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $932 | $1,945-52.1% | $2,541-63.3% | $2,471-62.3% |
| Participant deferral / active EE | $2,311 | $3,440-32.8% | $4,167-44.5% | $3,740-38.2% |
| Admin fee / account holder | $667 | $5,622-88.1% | $6,795-90.2% | $5,306-87.4% |