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 | $33,517 | $148,978-77.5% | $200,582-83.3% | $84,808-60.5% |
| Participation rate | 89.5% | 84.2%+5.2pp | 86.9%+2.6pp | 68.3%+21.2pp |
| Annual return | 17.79% | 28.16%-10.4pp | 42.33%-24.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,804 | $4,815-41.8% | $6,419-56.3% | $2,631+6.6% |
| Participant deferral / active EE | $5,805 | $7,142-18.7% | $9,331-37.8% | $4,212+37.8% |
| Admin fee / account holder | $6,172 | $13,977-55.8% | $16,305-62.1% | $7,344-16.0% |