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 | $18,210 | $138,347-86.8% | $184,203-90.1% | $80,856-77.5% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.9pp | 67.6%+29.1pp |
| Annual return | 14.54% | 20.02%-5.5pp | 28.81%-14.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,580 | $4,850-26.2% | $6,427-44.3% | $2,755+29.9% |
| Participant deferral / active EE | $5,043 | $7,071-28.7% | $9,131-44.8% | $4,296+17.4% |
| Admin fee / account holder | $816 | $10,483-92.2% | $13,901-94.1% | $6,918-88.2% |