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 3-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 | $17,047 | $148,978-88.6% | $200,582-91.5% | $84,808-79.9% |
| Participation rate | 75.4% | 84.2%-8.9pp | 86.9%-11.5pp | 68.3%+7.1pp |
| Annual return | 34.55% | 28.16%+6.4pp | 42.33%-7.8pp | 40.90%-6.3pp |
| Employer contribution / active EE | $1,707 | $4,815-64.5% | $6,419-73.4% | $2,631-35.1% |
| Participant deferral / active EE | $4,029 | $7,142-43.6% | $9,331-56.8% | $4,212-4.3% |
| Admin fee / account holder | $495 | $13,977-96.5% | $16,305-97.0% | $7,344-93.3% |