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 9-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 | $13,672 | $73,933-81.5% | $96,683-85.9% | $75,163-81.8% |
| Participation rate | 83.7% | 66.4%+17.3pp | 74.3%+9.3pp | 67.2%+16.5pp |
| Annual return | 18.11% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,097 | $2,928-62.5% | $3,737-70.6% | $2,670-58.9% |
| Participant deferral / active EE | $1,890 | $3,659-48.3% | $4,878-61.3% | $4,125-54.2% |
| Admin fee / account holder | $892 | $5,216-82.9% | $6,730-86.8% | $5,651-84.2% |