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 6-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 | $20,460 | $94,625-78.4% | $116,228-82.4% | $84,808-75.9% |
| Participation rate | 72.9% | 70.4%+2.5pp | 74.6%-1.6pp | 68.3%+4.6pp |
| Annual return | 18.70% | 20.40%-1.7pp | 90.06%-71.4pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,245 | $2,347-46.9% | $2,994-58.4% | $2,631-52.7% |
| Participant deferral / active EE | $3,003 | $3,972-24.4% | $4,953-39.4% | $4,212-28.7% |
| Admin fee / account holder | $901 | $10,091-91.1% | $11,989-92.5% | $7,344-87.7% |