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 8-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 | $17,473 | $71,050-75.4% | $93,606-81.3% | $80,856-78.4% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.6%+3.8pp |
| Annual return | 12.41% | 11.26%+1.2pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $620 | $1,564-60.3% | $2,420-74.4% | $2,755-77.5% |
| Participant deferral / active EE | $2,116 | $4,034-47.5% | $4,411-52.0% | $4,296-50.7% |
| Admin fee / account holder | $511 | $6,945-92.6% | $8,285-93.8% | $6,918-92.6% |