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 | $24,519 | $101,724-75.9% | $164,813-85.1% | $80,856-69.7% |
| Participation rate | 84.6% | 71.8%+12.8pp | 78.6%+6.0pp | 67.6%+17.0pp |
| Annual return | 13.11% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,127 | $2,953+5.9% | $4,341-28.0% | $2,755+13.5% |
| Participant deferral / active EE | $4,119 | $4,477-8.0% | $6,031-31.7% | $4,296-4.1% |
| Admin fee / account holder | $1,338 | $8,227-83.7% | $12,690-89.5% | $6,918-80.7% |