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 7-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 | $7,086 | $57,541-87.7% | $95,745-92.6% | $75,163-90.6% |
| Participation rate | 93.3% | 62.5%+30.8pp | 72.3%+21.1pp | 67.2%+26.1pp |
| Annual return | 15.22% | 34.93%-19.7pp | 28.35%-13.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,166 | $1,808-35.5% | $2,835-58.9% | $2,670-56.3% |
| Participant deferral / active EE | $3,089 | $3,074+0.5% | $4,245-27.2% | $4,125-25.1% |
| Admin fee / account holder | $312 | $4,099-92.4% | $5,678-94.5% | $5,651-94.5% |