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 | $12,702 | $179,726-92.9% | $156,263-91.9% | $142,382-91.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 25.99% | 77.86%-51.9pp | 59.47%-33.5pp | 217.08%-191.1pp |
| Employer contribution / active EE | $2,175 | $5,069-57.1% | $4,333-49.8% | $4,299-49.4% |
| Participant deferral / active EE | $3,567 | $6,956-48.7% | $6,158-42.1% | $6,507-45.2% |
| Admin fee / account holder | $543 | $17,272-96.9% | $14,255-96.2% | $12,624-95.7% |