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 4-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 | $29,652 | $95,803-69.0% | $113,168-73.8% | $84,808-65.0% |
| Participation rate | 71.8% | 72.9%-1.0pp | 76.6%-4.7pp | 68.3%+3.5pp |
| Annual return | 15.05% | 25.00%-10.0pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,231 | $2,360-47.8% | $2,975-58.6% | $2,631-53.2% |
| Participant deferral / active EE | $2,591 | $4,242-38.9% | $5,107-49.3% | $4,212-38.5% |
| Admin fee / account holder | $2,797 | $8,989-68.9% | $12,068-76.8% | $7,344-61.9% |