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 | $3,254 | $60,022-94.6% | $88,946-96.3% | $84,808-96.2% |
| Participation rate | 93.9% | 57.8%+36.1pp | 68.8%+25.1pp | 68.3%+25.6pp |
| Annual return | 13.93% | 22.43%-8.5pp | 57.82%-43.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,114 | $1,703-34.6% | $2,555-56.4% | $2,631-57.7% |
| Participant deferral / active EE | $1,870 | $3,114-39.9% | $4,581-59.2% | $4,212-55.6% |
| Admin fee / account holder | $477 | $4,811-90.1% | $8,261-94.2% | $7,344-93.5% |