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 | $27,705 | $94,625-70.7% | $116,228-76.2% | $84,808-67.3% |
| Participation rate | 74.5% | 70.4%+4.0pp | 74.6%-0.1pp | 68.3%+6.2pp |
| Annual return | 20.98% | 20.40%+0.6pp | 90.06%-69.1pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,517 | $2,347-35.3% | $2,994-49.3% | $2,631-42.3% |
| Participant deferral / active EE | $5,175 | $3,972+30.3% | $4,953+4.5% | $4,212+22.9% |
| Admin fee / account holder | $3,418 | $10,091-66.1% | $11,989-71.5% | $7,344-53.5% |