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 | $12,032 | $65,365-81.6% | $92,893-87.0% | $72,985-83.5% |
| Participation rate | 82.5% | 68.3%+14.1pp | 76.0%+6.5pp | 69.5%+13.0pp |
| Annual return | 25.53% | 42.10%-16.6pp | 109.41%-83.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,402 | $2,594-7.4% | $3,653-34.2% | $2,440-1.5% |
| Participant deferral / active EE | $3,418 | $3,128+9.3% | $4,236-19.3% | $3,607-5.2% |
| Admin fee / account holder | $2,317 | $4,251-45.5% | $5,794-60.0% | $5,124-54.8% |