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 6-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 | $9,603 | $81,632-88.2% | $70,449-86.4% | $158,922-94.0% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 23.32% | 208.40%-185.1pp | 109.03%-85.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $643 | $3,217-80.0% | $2,737-76.5% | $4,761-86.5% |
| Participant deferral / active EE | $1,747 | $4,554-61.6% | $3,709-52.9% | $5,982-70.8% |
| Admin fee / account holder | $1,415 | $6,193-77.2% | $3,845-63.2% | $11,246-87.4% |