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 10-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 | $8,026 | $90,503-91.1% | $78,689-89.8% | $273,961-97.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 43.69% | 75.60%-31.9pp | 62.18%-18.5pp | 41.45%+2.2pp |
| Employer contribution / active EE | $7,171 | $3,176+125.8% | $2,851+151.6% | $4,869+47.3% |
| Participant deferral / active EE | $1,707 | $3,901-56.2% | $3,517-51.5% | $5,287-67.7% |
| Admin fee / account holder | $595 | $5,263-88.7% | $4,510-86.8% | $10,132-94.1% |