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 | $21,272 | $81,460-73.9% | $103,333-79.4% | $80,856-73.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 38.39% | 25.55%+12.8pp | 24.88%+13.5pp | 35.59%+2.8pp |
| Employer contribution / active EE | $3,548 | $3,105+14.3% | $3,868-8.3% | $2,755+28.8% |
| Participant deferral / active EE | $4,299 | $3,869+11.1% | $5,057-15.0% | $4,296+0.1% |
| Admin fee / account holder | $1,377 | $6,566-79.0% | $8,355-83.5% | $6,918-80.1% |