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 4-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 | $7,347 | $60,892-87.9% | $82,389-91.1% | $84,808-91.3% |
| Participation rate | 81.8% | 63.3%+18.6pp | 69.5%+12.3pp | 68.3%+13.5pp |
| Annual return | 20.94% | 37.29%-16.4pp | 28.67%-7.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $839 | $1,779-52.8% | $2,517-66.7% | $2,631-68.1% |
| Participant deferral / active EE | $1,909 | $3,179-39.9% | $4,155-54.0% | $4,212-54.7% |
| Admin fee / account holder | $996 | $5,467-81.8% | $7,231-86.2% | $7,344-86.4% |