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 9-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 | $12,424 | $81,460-84.7% | $103,333-88.0% | $80,856-84.6% |
| Participation rate | 80.3% | 66.8%+13.5pp | 74.5%+5.8pp | 67.6%+12.7pp |
| Annual return | 19.98% | 25.55%-5.6pp | 24.88%-4.9pp | 35.59%-15.6pp |
| Employer contribution / active EE | $2,195 | $3,105-29.3% | $3,868-43.2% | $2,755-20.3% |
| Participant deferral / active EE | $3,679 | $3,869-4.9% | $5,057-27.3% | $4,296-14.4% |
| Admin fee / account holder | $906 | $6,566-86.2% | $8,355-89.2% | $6,918-86.9% |