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 | $5,359 | $105,931-94.9% | $81,930-93.5% | $158,922-96.6% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.0%+16.9pp | 82.0%+6.9pp |
| Annual return | 11.05% | 38.17%-27.1pp | 29.49%-18.4pp | 302.83%-291.8pp |
| Employer contribution / active EE | $255 | $7,800-96.7% | $4,310-94.1% | $4,761-94.6% |
| Participant deferral / active EE | $1,180 | $13,003-90.9% | $7,107-83.4% | $5,982-80.3% |
| Admin fee / account holder | $337 | $8,489-96.0% | $5,158-93.5% | $11,246-97.0% |