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 | $18,619 | $93,571-80.1% | $135,903-86.3% | $75,163-75.2% |
| Participation rate | 87.2% | 75.2%+12.0pp | 81.9%+5.3pp | 67.2%+20.0pp |
| Annual return | 18.35% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,519 | $3,537-57.0% | $4,856-68.7% | $2,670-43.1% |
| Participant deferral / active EE | $3,736 | $6,404-41.7% | $7,758-51.8% | $4,125-9.4% |
| Admin fee / account holder | $969 | $6,975-86.1% | $10,762-91.0% | $5,651-82.9% |