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 | $17,298 | $109,881-84.3% | $150,045-88.5% | $84,808-79.6% |
| Participation rate | 79.5% | 76.1%+3.4pp | 82.3%-2.8pp | 68.3%+11.2pp |
| Annual return | 21.44% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,113 | $3,561-68.7% | $4,693-76.3% | $2,631-57.7% |
| Participant deferral / active EE | $2,799 | $6,636-57.8% | $7,997-65.0% | $4,212-33.5% |
| Admin fee / account holder | $1,343 | $8,568-84.3% | $13,435-90.0% | $7,344-81.7% |