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 | $9,312 | $80,968-88.5% | $96,544-90.4% | $75,163-87.6% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 20.34% | 27.06%-6.7pp | 25.84%-5.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,100 | $2,282-51.8% | $2,965-62.9% | $2,670-58.8% |
| Participant deferral / active EE | $3,271 | $3,928-16.7% | $4,851-32.6% | $4,125-20.7% |
| Admin fee / account holder | $338 | $6,724-95.0% | $8,252-95.9% | $5,651-94.0% |