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 | $8,760 | $72,277-87.9% | $101,248-91.3% | $79,858-89.0% |
| Participation rate | 83.9% | 68.5%+15.4pp | 75.8%+8.1pp | 69.6%+14.2pp |
| Annual return | 50.73% | 22.30%+28.4pp | 46.47%+4.3pp | 31.71%+19.0pp |
| Employer contribution / active EE | $1,671 | $2,692-37.9% | $3,660-54.3% | $2,471-32.4% |
| Participant deferral / active EE | $4,191 | $3,282+27.7% | $4,370-4.1% | $3,740+12.1% |
| Admin fee / account holder | $319 | $4,400-92.8% | $5,945-94.6% | $5,306-94.0% |