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 9-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 | $19,049 | $149,734-87.3% | $118,925-84.0% | $158,922-88.0% |
| Participation rate | 72.7% | 82.1%-9.4pp | 75.4%-2.7pp | 82.0%-9.2pp |
| Annual return | 19.00% | 19.95%-0.9pp | 35.88%-16.9pp | 302.83%-283.8pp |
| Employer contribution / active EE | $849 | $4,115-79.4% | $3,263-74.0% | $4,761-82.2% |
| Participant deferral / active EE | $2,994 | $5,223-42.7% | $4,265-29.8% | $5,982-49.9% |
| Admin fee / account holder | $1,022 | $8,603-88.1% | $6,581-84.5% | $11,246-90.9% |