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 | $15,093 | $124,281-87.9% | $109,143-86.2% | $167,490-91.0% |
| Participation rate | 78.9% | 79.4%-0.5pp | 75.9%+3.1pp | 82.1%-3.2pp |
| Annual return | 15.06% | 26.04%-11.0pp | 25.75%-10.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,660 | $4,207-60.5% | $3,722-55.4% | $4,837-65.7% |
| Participant deferral / active EE | $5,725 | $5,255+8.9% | $4,653+23.0% | $6,341-9.7% |
| Admin fee / account holder | $1,333 | $7,970-83.3% | $6,752-80.3% | $12,309-89.2% |