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 | $14,005 | $78,926-82.3% | $136,749-89.8% | $84,808-83.5% |
| Participation rate | 74.3% | 62.2%+12.1pp | 72.1%+2.1pp | 68.3%+6.0pp |
| Annual return | 19.59% | 18.17%+1.4pp | 24.33%-4.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,381 | $2,134-35.3% | $3,400-59.4% | $2,631-47.5% |
| Participant deferral / active EE | $2,830 | $3,168-10.7% | $4,692-39.7% | $4,212-32.8% |
| Admin fee / account holder | $3,843 | $6,369-39.7% | $11,386-66.2% | $7,344-47.7% |