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 6-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 | $14,822 | $127,065-88.3% | $113,168-86.9% | $142,382-89.6% |
| Participation rate | 70.6% | 79.2%-8.6pp | 76.6%-6.0pp | 80.1%-9.5pp |
| Annual return | 19.92% | 24.03%-4.1pp | 24.27%-4.3pp | 217.08%-197.2pp |
| Employer contribution / active EE | $956 | $3,442-72.2% | $2,975-67.9% | $4,299-77.8% |
| Participant deferral / active EE | $2,650 | $5,716-53.6% | $5,107-48.1% | $6,507-59.3% |
| Admin fee / account holder | $529 | $15,736-96.6% | $12,068-95.6% | $12,624-95.8% |