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 | $16,986 | $74,927-77.3% | $101,794-83.3% | $84,808-80.0% |
| Participation rate | 85.4% | 61.4%+24.0pp | 69.2%+16.2pp | 68.3%+17.1pp |
| Annual return | 14.70% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,244 | $1,522-18.2% | $2,289-45.6% | $2,631-52.7% |
| Participant deferral / active EE | $2,506 | $3,099-19.2% | $4,084-38.7% | $4,212-40.5% |
| Admin fee / account holder | $1,326 | $6,514-79.6% | $8,777-84.9% | $7,344-81.9% |