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 | $15,468 | $86,891-82.2% | $142,449-89.1% | $75,163-79.4% |
| Participation rate | 71.4% | 68.5%+2.9pp | 76.8%-5.4pp | 67.2%+4.2pp |
| Annual return | 21.96% | 23.31%-1.4pp | 19.99%+2.0pp | 160.62%-138.7pp |
| Employer contribution / active EE | $2,738 | $3,355-18.4% | $4,847-43.5% | $2,670+2.6% |
| Participant deferral / active EE | $3,922 | $4,938-20.6% | $6,283-37.6% | $4,125-4.9% |
| Admin fee / account holder | $553 | $7,299-92.4% | $10,011-94.5% | $5,651-90.2% |