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 5-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 | $9,539 | $77,314-87.7% | $177,989-94.6% | $80,856-88.2% |
| Participation rate | 96.6% | 65.7%+30.9pp | 77.1%+19.5pp | 67.6%+28.9pp |
| Annual return | 14.68% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,293 | $2,2920% | $3,949-41.9% | $2,755-16.8% |
| Participant deferral / active EE | $3,320 | $4,411-24.7% | $6,276-47.1% | $4,296-22.7% |
| Admin fee / account holder | $781 | $7,191-89.1% | $10,363-92.5% | $6,918-88.7% |