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 | $8,372 | $177,572-95.3% | $154,803-94.6% | $142,382-94.1% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.1%+1.1pp | 80.1%-1.0pp |
| Annual return | 41.78% | 65.07%-23.3pp | 58.88%-17.1pp | 217.08%-175.3pp |
| Employer contribution / active EE | $2,352 | $4,810-51.1% | $4,305-45.4% | $4,299-45.3% |
| Participant deferral / active EE | $2,990 | $6,272-52.3% | $5,540-46.0% | $6,507-54.0% |
| Admin fee / account holder | $687 | $16,786-95.9% | $14,329-95.2% | $12,624-94.6% |