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 | $17,523 | $138,347-87.3% | $184,203-90.5% | $80,856-78.3% |
| Participation rate | 79.6% | 83.9%-4.3pp | 86.8%-7.2pp | 67.6%+12.0pp |
| Annual return | 36.26% | 20.02%+16.2pp | 28.81%+7.4pp | 35.59%+0.7pp |
| Employer contribution / active EE | $2,276 | $4,850-53.1% | $6,427-64.6% | $2,755-17.4% |
| Participant deferral / active EE | $4,399 | $7,071-37.8% | $9,131-51.8% | $4,296+2.4% |
| Admin fee / account holder | $1,577 | $10,483-85.0% | $13,901-88.7% | $6,918-77.2% |