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 | $7,647 | $91,552-91.6% | $133,956-94.3% | $79,858-90.4% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | 22.17% | 61.85%-39.7pp | 45.09%-22.9pp | 31.71%-9.5pp |
| Employer contribution / active EE | $950 | $2,384-60.1% | $3,919-75.8% | $2,471-61.5% |
| Participant deferral / active EE | $2,444 | $3,733-34.5% | $5,048-51.6% | $3,740-34.6% |
| Admin fee / account holder | $1,189 | $6,321-81.2% | $8,927-86.7% | $5,306-77.6% |