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 | $20,086 | $93,571-78.5% | $135,903-85.2% | $75,163-73.3% |
| Participation rate | 72.4% | 75.2%-2.8pp | 81.9%-9.5pp | 67.2%+5.2pp |
| Annual return | 26.47% | 30.90%-4.4pp | 68.23%-41.8pp | 160.62%-134.1pp |
| Employer contribution / active EE | $1,507 | $3,537-57.4% | $4,856-69.0% | $2,670-43.5% |
| Participant deferral / active EE | $3,423 | $6,404-46.5% | $7,758-55.9% | $4,125-17.0% |
| Admin fee / account holder | $340 | $6,975-95.1% | $10,762-96.8% | $5,651-94.0% |