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 4-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 | $20,728 | $89,753-76.9% | $107,525-80.7% | $84,808-75.6% |
| Participation rate | 70.0% | 68.1%+1.9pp | 75.1%-5.1pp | 68.3%+1.7pp |
| Annual return | 18.16% | 29.48%-11.3pp | 181.32%-163.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,108 | $3,113-32.3% | $3,754-43.8% | $2,631-19.9% |
| Participant deferral / active EE | $4,296 | $4,056+5.9% | $5,116-16.0% | $4,212+2.0% |
| Admin fee / account holder | $3,160 | $7,222-56.2% | $8,919-64.6% | $7,344-57.0% |