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 | $7,539 | $108,172-93.0% | $77,482-90.3% | $158,922-95.3% |
| Participation rate | 71.4% | 64.4%+7.0pp | 54.2%+17.2pp | 82.0%-10.5pp |
| Annual return | 15.37% | 31.67%-16.3pp | 54.79%-39.4pp | 302.83%-287.5pp |
| Employer contribution / active EE | $990 | $1,325-25.3% | $986+0.4% | $4,761-79.2% |
| Participant deferral / active EE | $1,139 | $2,456-53.6% | $1,861-38.8% | $5,982-81.0% |
| Admin fee / account holder | $1,748 | $3,708-52.9% | $2,858-38.9% | $11,246-84.5% |