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 9-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 | $17,704 | $81,460-78.3% | $103,333-82.9% | $80,856-78.1% |
| Participation rate | 93.8% | 66.8%+26.9pp | 74.5%+19.2pp | 67.6%+26.1pp |
| Annual return | 14.12% | 25.55%-11.4pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,656 | $3,105-46.7% | $3,868-57.2% | $2,755-39.9% |
| Participant deferral / active EE | $3,960 | $3,869+2.4% | $5,057-21.7% | $4,296-7.8% |
| Admin fee / account holder | $3,111 | $6,566-52.6% | $8,355-62.8% | $6,918-55.0% |