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 | $46,239 | $132,049-65.0% | $200,582-76.9% | $74,304-37.8% |
| Participation rate | 90.7% | 84.1%+6.6pp | 86.9%+3.8pp | 60.3%+30.3pp |
| Annual return | 27.79% | 22.22%+5.6pp | 42.33%-14.5pp | 29.43%-1.6pp |
| Employer contribution / active EE | $2,989 | $4,558-34.4% | $6,419-53.4% | $2,241+33.4% |
| Participant deferral / active EE | $7,092 | $7,213-1.7% | $9,331-24.0% | $3,767+88.2% |
| Admin fee / account holder | $5,137 | $2,405+113.6% | $16,305-68.5% | $2,969+73.0% |