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 | $17,601 | $117,841-85.1% | $102,423-82.8% | $145,922-87.9% |
| Participation rate | 94.4% | 78.6%+15.9pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 16.08% | 31.65%-15.6pp | 29.32%-13.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,533 | $3,615-57.6% | $3,023-49.3% | $4,660-67.1% |
| Participant deferral / active EE | $2,591 | $5,731-54.8% | $5,053-48.7% | $6,688-61.3% |
| Admin fee / account holder | $477 | $13,326-96.4% | $9,451-95.0% | $13,397-96.4% |