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 4-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 | $19,709 | $201,272-90.2% | $184,203-89.3% | $145,922-86.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 16.49% | 29.00%-12.5pp | 28.81%-12.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,414 | $7,022-65.6% | $6,427-62.4% | $4,660-48.2% |
| Participant deferral / active EE | $4,159 | $9,806-57.6% | $9,131-54.5% | $6,688-37.8% |
| Admin fee / account holder | $527 | $16,364-96.8% | $13,901-96.2% | $13,397-96.1% |