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 5-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 | $6,805 | $60,892-88.8% | $82,389-91.7% | $84,808-92.0% |
| Participation rate | 75.8% | 63.3%+12.5pp | 69.5%+6.2pp | 68.3%+7.4pp |
| Annual return | 18.62% | 37.29%-18.7pp | 28.67%-10.1pp | 40.90%-22.3pp |
| Employer contribution / active EE | $661 | $1,779-62.9% | $2,517-73.8% | $2,631-74.9% |
| Participant deferral / active EE | $1,426 | $3,179-55.2% | $4,155-65.7% | $4,212-66.2% |
| Admin fee / account holder | $1,342 | $5,467-75.5% | $7,231-81.4% | $7,344-81.7% |