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 4-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 | $9,241 | $127,065-92.7% | $113,168-91.8% | $142,382-93.5% |
| Participation rate | 95.8% | 79.2%+16.6pp | 76.6%+19.3pp | 80.1%+15.7pp |
| Annual return | 16.18% | 24.03%-7.8pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $852 | $3,442-75.3% | $2,975-71.4% | $4,299-80.2% |
| Participant deferral / active EE | $3,408 | $5,716-40.4% | $5,107-33.3% | $6,507-47.6% |
| Admin fee / account holder | $426 | $15,736-97.3% | $12,068-96.5% | $12,624-96.6% |