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 10-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 | $8,796 | $72,277-87.8% | $101,248-91.3% | $79,858-89.0% |
| Participation rate | 71.4% | 68.5%+3.0pp | 75.8%-4.4pp | 69.6%+1.8pp |
| Annual return | 21.14% | 22.30%-1.2pp | 46.47%-25.3pp | 31.71%-10.6pp |
| Employer contribution / active EE | $952 | $2,692-64.6% | $3,660-74.0% | $2,471-61.5% |
| Participant deferral / active EE | $1,548 | $3,282-52.8% | $4,370-64.6% | $3,740-58.6% |
| Admin fee / account holder | $854 | $4,400-80.6% | $5,945-85.6% | $5,306-83.9% |