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 | $8,780 | $127,065-93.1% | $113,168-92.2% | $142,382-93.8% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 29.79% | 24.03%+5.8pp | 24.27%+5.5pp | 217.08%-187.3pp |
| Employer contribution / active EE | $1,474 | $3,442-57.2% | $2,975-50.5% | $4,299-65.7% |
| Participant deferral / active EE | $2,711 | $5,716-52.6% | $5,107-46.9% | $6,507-58.3% |
| Admin fee / account holder | $777 | $15,736-95.1% | $12,068-93.6% | $12,624-93.8% |