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 | $8,682 | $81,460-89.3% | $103,333-91.6% | $80,856-89.3% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 11.30% | 25.55%-14.2pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,725 | $3,105-44.4% | $3,868-55.4% | $2,755-37.4% |
| Participant deferral / active EE | $2,701 | $3,869-30.2% | $5,057-46.6% | $4,296-37.1% |
| Admin fee / account holder | $391 | $6,566-94.0% | $8,355-95.3% | $6,918-94.4% |