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 9-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 | $7,436 | $63,764-88.3% | $81,930-90.9% | $79,858-90.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 20.88% | 22.66%-1.8pp | 29.49%-8.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $1,592 | $1,795-11.3% | $4,310-63.1% | $2,471-35.6% |
| Participant deferral / active EE | $2,445 | $2,780-12.1% | $7,107-65.6% | $3,740-34.6% |
| Admin fee / account holder | $496 | $4,426-88.8% | $5,158-90.4% | $5,306-90.7% |