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 | $10,714 | $78,926-86.4% | $136,749-92.2% | $84,808-87.4% |
| Participation rate | 75.0% | 62.2%+12.8pp | 72.1%+2.9pp | 68.3%+6.7pp |
| Annual return | 22.31% | 18.17%+4.1pp | 24.33%-2.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,388 | $2,134-35.0% | $3,400-59.2% | $2,631-47.2% |
| Participant deferral / active EE | $1,958 | $3,168-38.2% | $4,692-58.3% | $4,212-53.5% |
| Admin fee / account holder | $2,043 | $6,369-67.9% | $11,386-82.1% | $7,344-72.2% |