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 | $13,500 | $74,927-82.0% | $101,794-86.7% | $84,808-84.1% |
| Participation rate | 88.4% | 61.4%+27.0pp | 69.2%+19.2pp | 68.3%+20.1pp |
| Annual return | 19.78% | 18.70%+1.1pp | 30.53%-10.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,884 | $1,522+23.8% | $2,289-17.7% | $2,631-28.4% |
| Participant deferral / active EE | $1,610 | $3,099-48.0% | $4,084-60.6% | $4,212-61.8% |
| Admin fee / account holder | $4,260 | $6,514-34.6% | $8,777-51.5% | $7,344-42.0% |