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 | $21,074 | $109,881-80.8% | $150,045-86.0% | $84,808-75.2% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 27.10% | 28.25%-1.1pp | 62.55%-35.4pp | 40.90%-13.8pp |
| Employer contribution / active EE | $2,356 | $3,561-33.9% | $4,693-49.8% | $2,631-10.5% |
| Participant deferral / active EE | $8,845 | $6,636+33.3% | $7,997+10.6% | $4,212+110.0% |
| Admin fee / account holder | $2,031 | $8,568-76.3% | $13,435-84.9% | $7,344-72.3% |