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 8-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 | $10,450 | $63,355-83.5% | $91,989-88.6% | $72,985-85.7% |
| Participation rate | 81.0% | 72.5%+8.4pp | 78.6%+2.3pp | 69.5%+11.5pp |
| Annual return | 42.12% | 35.35%+6.8pp | 69.02%-26.9pp | 81.00%-38.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,547 | $4,883+34.1% | $5,923+10.5% | $3,607+81.5% |
| Admin fee / account holder | $576 | $4,668-87.7% | $7,743-92.6% | $5,124-88.8% |