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 | $7,715 | $45,035-82.9% | $62,995-87.8% | $70,131-89.0% |
| Participation rate | 91.8% | 69.5%+22.3pp | 74.8%+17.0pp | 69.5%+22.3pp |
| Annual return | 32.74% | 18.76%+14.0pp | 87.57%-54.8pp | 73.14%-40.4pp |
| Employer contribution / active EE | $1,572 | $2,051-23.4% | $2,759-43.0% | $2,342-32.9% |
| Participant deferral / active EE | $2,845 | $2,465+15.4% | $3,329-14.5% | $3,332-14.6% |
| Admin fee / account holder | $467 | $2,834-83.5% | $3,600-87.0% | $4,645-89.9% |