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 | $16,483 | $109,881-85.0% | $150,045-89.0% | $84,808-80.6% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 20.18% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,429 | $3,561-59.9% | $4,693-69.5% | $2,631-45.7% |
| Participant deferral / active EE | $4,164 | $6,636-37.3% | $7,997-47.9% | $4,212-1.1% |
| Admin fee / account holder | $5,951 | $8,568-30.5% | $13,435-55.7% | $7,344-19.0% |