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 | $14,384 | $80,968-82.2% | $96,544-85.1% | $75,163-80.9% |
| Participation rate | 88.2% | 71.8%+16.5pp | 76.0%+12.3pp | 67.2%+21.0pp |
| Annual return | 19.14% | 27.06%-7.9pp | 25.84%-6.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,816 | $2,282-20.4% | $2,965-38.8% | $2,670-32.0% |
| Participant deferral / active EE | $3,523 | $3,928-10.3% | $4,851-27.4% | $4,125-14.6% |
| Admin fee / account holder | $522 | $6,724-92.2% | $8,252-93.7% | $5,651-90.8% |