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 | $8,364 | $72,492-88.5% | $87,100-90.4% | $72,985-88.5% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 16.54% | 24.46%-7.9pp | 28.19%-11.7pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,569 | $1,894-17.2% | $2,521-37.8% | $2,440-35.7% |
| Participant deferral / active EE | $2,113 | $3,270-35.4% | $4,049-47.8% | $3,607-41.4% |
| Admin fee / account holder | $825 | $5,055-83.7% | $7,497-89.0% | $5,124-83.9% |