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 7-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 | $41,510 | $845,484-95.1% | $177,989-76.7% | - |
| Participation rate | 83.8% | 64.0%+19.9pp | 77.1%+6.8pp | - |
| Annual return | 16.04% | 8.37%+7.7pp | 294.48%-278.4pp | - |
| Employer contribution / active EE | $2,189 | $2,463-11.2% | $3,949-44.6% | - |
| Participant deferral / active EE | $5,131 | $5,196-1.2% | $6,276-18.2% | - |
| Admin fee / account holder | $1,974 | $34,598-94.3% | $10,363-81.0% | - |