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 | $7,359 | $53,127-86.1% | $86,590-91.5% | $70,131-89.5% |
| Participation rate | 75.9% | 65.3%+10.6pp | 73.5%+2.3pp | 69.5%+6.3pp |
| Annual return | 18.87% | 27.66%-8.8pp | 964.84%-946.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,127 | $2,068-45.5% | $2,839-60.3% | $2,342-51.9% |
| Participant deferral / active EE | $1,212 | $2,696-55.0% | $3,609-66.4% | $3,332-63.6% |
| Admin fee / account holder | $349 | $3,585-90.3% | $4,906-92.9% | $4,645-92.5% |