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 | $7,383 | $95,803-92.3% | $113,168-93.5% | $84,808-91.3% |
| Participation rate | 87.3% | 72.9%+14.5pp | 76.6%+10.8pp | 68.3%+19.0pp |
| Annual return | 28.59% | 25.00%+3.6pp | 24.27%+4.3pp | 40.90%-12.3pp |
| Employer contribution / active EE | $1,727 | $2,360-26.8% | $2,975-42.0% | $2,631-34.4% |
| Participant deferral / active EE | $2,395 | $4,242-43.5% | $5,107-53.1% | $4,212-43.1% |
| Admin fee / account holder | $656 | $8,989-92.7% | $12,068-94.6% | $7,344-91.1% |