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 3-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 | $13,873 | $74,927-81.5% | $101,794-86.4% | $84,808-83.6% |
| Participation rate | 86.7% | 61.4%+25.3pp | 69.2%+17.5pp | 68.3%+18.4pp |
| Annual return | 15.67% | 18.70%-3.0pp | 30.53%-14.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,498 | $1,522-1.6% | $2,289-34.6% | $2,631-43.1% |
| Participant deferral / active EE | $3,053 | $3,099-1.5% | $4,084-25.3% | $4,212-27.5% |
| Admin fee / account holder | $3,093 | $6,514-52.5% | $8,777-64.8% | $7,344-57.9% |