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 | $31,899 | $109,413-70.8% | $156,263-79.6% | $84,808-62.4% |
| Participation rate | 98.0% | 72.7%+25.3pp | 78.9%+19.1pp | 68.3%+29.7pp |
| Annual return | 16.94% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $6,310 | $2,907+117.1% | $4,333+45.6% | $2,631+139.8% |
| Participant deferral / active EE | $3,128 | $4,590-31.8% | $6,158-49.2% | $4,212-25.7% |
| Admin fee / account holder | $1,749 | $9,357-81.3% | $14,255-87.7% | $7,344-76.2% |