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 6-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 | $13,053 | $109,413-88.1% | $156,263-91.6% | $84,808-84.6% |
| Participation rate | 93.8% | 72.7%+21.1pp | 78.9%+14.8pp | 68.3%+25.4pp |
| Annual return | 18.26% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,556 | $2,907-46.5% | $4,333-64.1% | $2,631-40.8% |
| Participant deferral / active EE | $2,636 | $4,590-42.6% | $6,158-57.2% | $4,212-37.4% |
| Admin fee / account holder | $1,713 | $9,357-81.7% | $14,255-88.0% | $7,344-76.7% |