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 | $4,576 | $50,082-90.9% | $93,406-95.1% | $79,858-94.3% |
| Participation rate | 81.3% | 60.9%+20.3pp | 66.8%+14.4pp | 69.6%+11.6pp |
| Annual return | 42.20% | 24.59%+17.6pp | 78.05%-35.9pp | 31.71%+10.5pp |
| Employer contribution / active EE | $984 | $1,303-24.5% | $2,075-52.6% | $2,471-60.2% |
| Participant deferral / active EE | $1,508 | $2,212-31.8% | $3,126-51.7% | $3,740-59.7% |
| Admin fee / account holder | $594 | $3,454-82.8% | $5,230-88.6% | $5,306-88.8% |