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 | $13,823 | $74,927-81.6% | $101,794-86.4% | $84,808-83.7% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.2%+14.1pp | 68.3%+15.0pp |
| Annual return | 16.13% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,030 | $1,522-32.3% | $2,289-55.0% | $2,631-60.8% |
| Participant deferral / active EE | $3,330 | $3,099+7.4% | $4,084-18.5% | $4,212-20.9% |
| Admin fee / account holder | $2,951 | $6,514-54.7% | $8,777-66.4% | $7,344-59.8% |