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 | $21,464 | $109,413-80.4% | $156,263-86.3% | $84,808-74.7% |
| Participation rate | 80.9% | 72.7%+8.2pp | 78.9%+1.9pp | 68.3%+12.5pp |
| Annual return | 17.60% | 20.18%-2.6pp | 59.47%-41.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,526 | $2,907-47.5% | $4,333-64.8% | $2,631-42.0% |
| Participant deferral / active EE | $3,474 | $4,590-24.3% | $6,158-43.6% | $4,212-17.5% |
| Admin fee / account holder | $2,068 | $9,357-77.9% | $14,255-85.5% | $7,344-71.8% |