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 | $7,001 | $227,553-96.9% | $189,557-96.3% | $167,490-95.8% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 22.70% | 78.40%-55.7pp | 64.17%-41.5pp | 478.56%-455.9pp |
| Employer contribution / active EE | $1,545 | $5,316-70.9% | $4,412-65.0% | $4,837-68.1% |
| Participant deferral / active EE | $4,718 | $7,002-32.6% | $6,174-23.6% | $6,341-25.6% |
| Admin fee / account holder | $325 | $11,878-97.3% | $9,807-96.7% | $12,309-97.4% |