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 | $15,920 | $80,968-80.3% | $96,544-83.5% | $75,163-78.8% |
| Participation rate | 97.0% | 71.8%+25.2pp | 76.0%+21.0pp | 67.2%+29.8pp |
| Annual return | 17.18% | 27.06%-9.9pp | 25.84%-8.7pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,601 | $2,282+14.0% | $2,965-12.3% | $2,670-2.6% |
| Participant deferral / active EE | $5,017 | $3,928+27.7% | $4,851+3.4% | $4,125+21.6% |
| Admin fee / account holder | $936 | $6,724-86.1% | $8,252-88.7% | $5,651-83.4% |