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 | $189,013 | $498,888-62.1% | $192,497-1.8% | $498,888-62.1% |
| Participation rate | 71.4% | 90.2%-18.8pp | 85.7%-14.3pp | 90.2%-18.8pp |
| Annual return | 8.59% | 8.46%+0.1pp | 9.19%-0.6pp | 8.46%+0.1pp |
| Employer contribution / active EE | $0 | $28,233-100.0% | $7,761-100.0% | $28,233-100.0% |
| Participant deferral / active EE | $5,232 | $11,296-53.7% | $5,2320% | $11,296-53.7% |
| Admin fee / account holder | $8,173 | $67,015-87.8% | $9,907-17.5% | $67,015-87.8% |