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 | $10,951 | $118,680-90.8% | $98,907-88.9% | $158,922-93.1% |
| Participation rate | 78.9% | 77.8%+1.1pp | 76.0%+2.9pp | 82.0%-3.0pp |
| Annual return | 21.23% | 372.35%-351.1pp | 196.43%-175.2pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,702 | $3,333-48.9% | $2,689-36.7% | $4,761-64.2% |
| Participant deferral / active EE | $4,054 | $5,088-20.3% | $4,244-4.5% | $5,982-32.2% |
| Admin fee / account holder | $2,653 | $10,131-73.8% | $6,642-60.1% | $11,246-76.4% |