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 3-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 | $8,513 | $117,983-92.8% | $101,794-91.6% | $142,382-94.0% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 28.94% | 36.92%-8.0pp | 30.53%-1.6pp | 217.08%-188.1pp |
| Employer contribution / active EE | $1,804 | $2,773-34.9% | $2,289-21.2% | $4,299-58.0% |
| Participant deferral / active EE | $2,071 | $4,714-56.1% | $4,084-49.3% | $6,507-68.2% |
| Admin fee / account holder | $963 | $10,433-90.8% | $8,777-89.0% | $12,624-92.4% |