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 3-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 | $9,379 | $78,926-88.1% | $136,749-93.1% | $84,808-88.9% |
| Participation rate | 76.5% | 62.2%+14.3pp | 72.1%+4.3pp | 68.3%+8.2pp |
| Annual return | 19.67% | 18.17%+1.5pp | 24.33%-4.7pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,054 | $2,134-50.6% | $3,400-69.0% | $2,631-59.9% |
| Participant deferral / active EE | $3,097 | $3,168-2.3% | $4,692-34.0% | $4,212-26.5% |
| Admin fee / account holder | $1,146 | $6,369-82.0% | $11,386-89.9% | $7,344-84.4% |