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 6-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 | $12,304 | $82,664-85.1% | $125,339-90.2% | $68,494-82.0% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | 9.13% | -5.97%+15.1pp | 572.05%-562.9pp | -7.84%+17.0pp |
| Employer contribution / active EE | $712 | $3,381-78.9% | $4,814-85.2% | $2,596-72.6% |
| Participant deferral / active EE | $7,671 | $6,110+25.5% | $7,446+3.0% | $4,027+90.5% |
| Admin fee / account holder | $805 | $6,275-87.2% | $10,010-92.0% | $5,403-85.1% |