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 | $13,808 | $110,257-87.5% | $96,544-85.7% | $139,434-90.1% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.7pp |
| Annual return | 17.71% | 26.32%-8.6pp | 25.84%-8.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $891 | $3,620-75.4% | $2,965-70.0% | $4,751-81.3% |
| Participant deferral / active EE | $2,378 | $5,548-57.1% | $4,851-51.0% | $6,710-64.6% |
| Admin fee / account holder | $721 | $11,591-93.8% | $8,252-91.3% | $11,403-93.7% |