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 | $4,662 | $86,286-94.6% | $111,297-95.8% | $85,850-94.6% |
| Participation rate | 75.9% | 73.3%+2.5pp | 77.3%-1.4pp | 69.3%+6.5pp |
| Annual return | 20.85% | 19.99%+0.9pp | 54.65%-33.8pp | 318.53%-297.7pp |
| Employer contribution / active EE | $1,578 | $2,043-22.8% | $2,731-42.2% | $2,565-38.5% |
| Participant deferral / active EE | $2,609 | $3,641-28.3% | $4,487-41.9% | $3,952-34.0% |
| Admin fee / account holder | $931 | $8,188-88.6% | $7,964-88.3% | $6,260-85.1% |