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 10-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 | $6,783 | $48,046-85.9% | $84,611-92.0% | $72,985-90.7% |
| Participation rate | 92.3% | 57.6%+34.7pp | 68.2%+24.1pp | 69.5%+22.8pp |
| Annual return | 20.38% | 37.38%-17.0pp | 258.74%-238.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,187 | $1,602-25.9% | $2,652-55.2% | $2,440-51.4% |
| Participant deferral / active EE | $1,452 | $2,680-45.8% | $3,899-62.7% | $3,607-59.7% |
| Admin fee / account holder | $3,332 | $3,395-1.9% | $4,912-32.2% | $5,124-35.0% |