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 3-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 | $8,692 | $74,927-88.4% | $101,794-91.5% | $84,808-89.8% |
| Participation rate | 93.5% | 61.4%+32.1pp | 69.2%+24.4pp | 68.3%+25.2pp |
| Annual return | 21.66% | 18.70%+3.0pp | 30.53%-8.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,447 | $1,522-4.9% | $2,289-36.8% | $2,631-45.0% |
| Participant deferral / active EE | $2,036 | $3,099-34.3% | $4,084-50.1% | $4,212-51.6% |
| Admin fee / account holder | $769 | $6,514-88.2% | $8,777-91.2% | $7,344-89.5% |