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 | $7,591 | $60,892-87.5% | $82,389-90.8% | $84,808-91.0% |
| Participation rate | 92.0% | 63.3%+28.7pp | 69.5%+22.5pp | 68.3%+23.7pp |
| Annual return | 15.92% | 37.29%-21.4pp | 28.67%-12.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,063 | $1,779-40.2% | $2,517-57.8% | $2,631-59.6% |
| Participant deferral / active EE | $1,317 | $3,179-58.6% | $4,155-68.3% | $4,212-68.7% |
| Admin fee / account holder | $2,462 | $5,467-55.0% | $7,231-66.0% | $7,344-66.5% |