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 8-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 | $9,688 | $73,933-86.9% | $96,683-90.0% | $75,163-87.1% |
| Participation rate | 97.2% | 66.4%+30.8pp | 74.3%+22.9pp | 67.2%+30.0pp |
| Annual return | 17.29% | 26.70%-9.4pp | 35.69%-18.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,799 | $2,928-38.6% | $3,737-51.9% | $2,670-32.6% |
| Participant deferral / active EE | $2,665 | $3,659-27.2% | $4,878-45.4% | $4,125-35.4% |
| Admin fee / account holder | $1,067 | $5,216-79.5% | $6,730-84.1% | $5,651-81.1% |