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 | $9,236 | $76,000-87.8% | $154,107-94.0% | $64,186-85.6% |
| Participation rate | 84.5% | 70.4%+14.1pp | 83.0%+1.5pp | 69.6%+15.0pp |
| Annual return | 36.86% | 30.32%+6.5pp | 735.12%-698.3pp | 7.63%+29.2pp |
| Employer contribution / active EE | $1,369 | $3,351-59.1% | $5,298-74.2% | $2,381-42.5% |
| Participant deferral / active EE | $2,442 | $3,175-23.1% | $5,081-51.9% | $3,470-29.6% |
| Admin fee / account holder | $370 | $5,596-93.4% | $13,411-97.2% | $4,888-92.4% |