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 | $32,237 | $109,413-70.5% | $156,263-79.4% | $84,808-62.0% |
| Participation rate | 86.4% | 72.7%+13.7pp | 78.9%+7.5pp | 68.3%+18.1pp |
| Annual return | 18.03% | 20.18%-2.2pp | 59.47%-41.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,714 | $2,907-41.0% | $4,333-60.4% | $2,631-34.9% |
| Participant deferral / active EE | $4,599 | $4,590+0.2% | $6,158-25.3% | $4,212+9.2% |
| Admin fee / account holder | $2,040 | $9,357-78.2% | $14,255-85.7% | $7,344-72.2% |