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 6-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 | $7,706 | $95,416-91.9% | $185,823-95.9% | $85,850-91.0% |
| Participation rate | 78.3% | 68.8%+9.5pp | 81.7%-3.4pp | 69.3%+8.9pp |
| Annual return | 18.58% | 23.59%-5.0pp | 122.05%-103.5pp | 318.53%-300.0pp |
| Employer contribution / active EE | $999 | $3,314-69.8% | $5,167-80.7% | $2,565-61.0% |
| Participant deferral / active EE | $2,901 | $3,423-15.3% | $5,568-47.9% | $3,952-26.6% |
| Admin fee / account holder | $335 | $7,213-95.4% | $16,237-97.9% | $6,260-94.7% |