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 6-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 | $9,122 | $81,460-88.8% | $103,333-91.2% | $80,856-88.7% |
| Participation rate | 89.2% | 66.8%+22.3pp | 74.5%+14.7pp | 67.6%+21.6pp |
| Annual return | 19.88% | 25.55%-5.7pp | 24.88%-5.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $4,661 | $3,105+50.1% | $3,868+20.5% | $2,755+69.2% |
| Participant deferral / active EE | $3,624 | $3,869-6.3% | $5,057-28.3% | $4,296-15.6% |
| Admin fee / account holder | $546 | $6,566-91.7% | $8,355-93.5% | $6,918-92.1% |