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 5-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 | $8,757 | $46,553-81.2% | $64,056-86.3% | $75,163-88.3% |
| Participation rate | 89.1% | 65.9%+23.2pp | 72.3%+16.8pp | 67.2%+21.9pp |
| Annual return | 19.59% | 26.03%-6.4pp | 33.69%-14.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,136 | $1,974-42.5% | $2,747-58.7% | $2,670-57.5% |
| Participant deferral / active EE | $2,773 | $2,837-2.2% | $3,880-28.5% | $4,125-32.8% |
| Admin fee / account holder | $431 | $2,952-85.4% | $3,068-86.0% | $5,651-92.4% |