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 3-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 | $19,571 | $109,881-82.2% | $150,045-87.0% | $84,808-76.9% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 26.72% | 28.25%-1.5pp | 62.55%-35.8pp | 40.90%-14.2pp |
| Employer contribution / active EE | $1,855 | $3,561-47.9% | $4,693-60.5% | $2,631-29.5% |
| Participant deferral / active EE | $6,951 | $6,636+4.8% | $7,997-13.1% | $4,212+65.1% |
| Admin fee / account holder | $1,526 | $8,568-82.2% | $13,435-88.6% | $7,344-79.2% |