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 | $15,752 | $103,376-84.8% | $87,100-81.9% | $152,861-89.7% |
| Participation rate | 78.6% | 79.3%-0.8pp | 76.9%+1.7pp | 82.4%-3.9pp |
| Annual return | 26.30% | 28.10%-1.8pp | 28.19%-1.9pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,748 | $3,220-45.7% | $2,521-30.7% | $4,762-63.3% |
| Participant deferral / active EE | $2,561 | $4,778-46.4% | $4,049-36.7% | $5,850-56.2% |
| Admin fee / account holder | $836 | $12,205-93.1% | $7,497-88.8% | $11,596-92.8% |