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 | $17,145 | $127,065-86.5% | $113,168-84.8% | $142,382-88.0% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 19.32% | 24.03%-4.7pp | 24.27%-4.9pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,674 | $3,442-51.4% | $2,975-43.7% | $4,299-61.1% |
| Participant deferral / active EE | $3,429 | $5,716-40.0% | $5,107-32.9% | $6,507-47.3% |
| Admin fee / account holder | $4,823 | $15,736-69.4% | $12,068-60.0% | $12,624-61.8% |