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 6-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 | $20,359 | $95,803-78.7% | $113,168-82.0% | $84,808-76.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 20.58% | 25.00%-4.4pp | 24.27%-3.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,225 | $2,360-5.7% | $2,975-25.2% | $2,631-15.4% |
| Participant deferral / active EE | $5,281 | $4,242+24.5% | $5,107+3.4% | $4,212+25.4% |
| Admin fee / account holder | $330 | $8,989-96.3% | $12,068-97.3% | $7,344-95.5% |