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 7-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 | $13,683 | $91,190-85.0% | $178,490-92.3% | $79,858-82.9% |
| Participation rate | 86.2% | 69.2%+17.0pp | 81.9%+4.2pp | 69.6%+16.5pp |
| Annual return | 19.16% | 24.19%-5.0pp | 151.07%-131.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $767 | $3,256-76.4% | $5,011-84.7% | $2,471-69.0% |
| Participant deferral / active EE | $4,743 | $3,236+46.6% | $5,202-8.8% | $3,740+26.8% |
| Admin fee / account holder | $636 | $6,751-90.6% | $13,984-95.5% | $5,306-88.0% |