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 8-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 | $16,040 | $80,968-80.2% | $96,544-83.4% | $75,163-78.7% |
| Participation rate | 89.3% | 71.8%+17.5pp | 76.0%+13.3pp | 67.2%+22.1pp |
| Annual return | 20.81% | 27.06%-6.2pp | 25.84%-5.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,558 | $2,282-31.7% | $2,965-47.5% | $2,670-41.7% |
| Participant deferral / active EE | $4,203 | $3,928+7.0% | $4,851-13.4% | $4,125+1.9% |
| Admin fee / account holder | $1,084 | $6,724-83.9% | $8,252-86.9% | $5,651-80.8% |