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 3-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 | $5,504 | $48,795-88.7% | $65,493-91.6% | $84,808-93.5% |
| Participation rate | 78.2% | 67.0%+11.2pp | 73.1%+5.1pp | 68.3%+9.9pp |
| Annual return | 24.40% | 20.20%+4.2pp | 982.45%-958.0pp | 40.90%-16.5pp |
| Employer contribution / active EE | $791 | $1,930-59.0% | $2,574-69.3% | $2,631-69.9% |
| Participant deferral / active EE | $1,032 | $2,928-64.8% | $3,961-74.0% | $4,212-75.5% |
| Admin fee / account holder | $579 | $3,877-85.1% | $5,028-88.5% | $7,344-92.1% |