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 | $12,641 | $72,012-82.4% | $185,823-93.2% | $79,858-84.2% |
| Participation rate | 87.9% | 65.8%+22.2pp | 78.0%+9.9pp | 69.6%+18.3pp |
| Annual return | 15.54% | 23.12%-7.6pp | 35.95%-20.4pp | 31.71%-16.2pp |
| Employer contribution / active EE | $848 | $1,965-56.8% | $4,087-79.3% | $2,471-65.7% |
| Participant deferral / active EE | $1,741 | $3,779-53.9% | $5,632-69.1% | $3,740-53.4% |
| Admin fee / account holder | $1,006 | $4,513-77.7% | $9,500-89.4% | $5,306-81.0% |