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 | $9,345 | $228,332-95.9% | $185,823-95.0% | $158,922-94.1% |
| Participation rate | 88.2% | 82.3%+5.9pp | 78.0%+10.2pp | 82.0%+6.3pp |
| Annual return | 32.45% | 40.80%-8.4pp | 35.95%-3.5pp | 302.83%-270.4pp |
| Employer contribution / active EE | $1,215 | $4,967-75.5% | $4,087-70.3% | $4,761-74.5% |
| Participant deferral / active EE | $4,368 | $6,415-31.9% | $5,632-22.4% | $5,982-27.0% |
| Admin fee / account holder | $444 | $11,864-96.3% | $9,500-95.3% | $11,246-96.0% |