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 5-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 | $6,908 | $61,605-88.8% | $112,229-93.8% | $75,163-90.8% |
| Participation rate | 91.8% | 61.7%+30.2pp | 72.4%+19.4pp | 67.2%+24.6pp |
| Annual return | 19.05% | 28.47%-9.4pp | 30.20%-11.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,013 | $2,015-49.7% | $3,430-70.5% | $2,670-62.0% |
| Participant deferral / active EE | $1,737 | $3,108-44.1% | $4,798-63.8% | $4,125-57.9% |
| Admin fee / account holder | $315 | $4,862-93.5% | $7,748-95.9% | $5,651-94.4% |