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 | $6,352 | $81,632-92.2% | $70,449-91.0% | $158,922-96.0% |
| Participation rate | 70.0% | 77.7%-7.7pp | 75.1%-5.1pp | 82.0%-12.0pp |
| Annual return | 26.12% | 208.40%-182.3pp | 109.03%-82.9pp | 302.83%-276.7pp |
| Employer contribution / active EE | $861 | $3,217-73.2% | $2,737-68.5% | $4,761-81.9% |
| Participant deferral / active EE | $1,632 | $4,554-64.2% | $3,709-56.0% | $5,982-72.7% |
| Admin fee / account holder | $623 | $6,193-89.9% | $3,845-83.8% | $11,246-94.5% |