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 | $16,223 | $127,065-87.2% | $113,168-85.7% | $142,382-88.6% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 22.75% | 24.03%-1.3pp | 24.27%-1.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $5,966 | $3,442+73.3% | $2,975+100.5% | $4,299+38.8% |
| Participant deferral / active EE | $2,772 | $5,716-51.5% | $5,107-45.7% | $6,507-57.4% |
| Admin fee / account holder | $3,357 | $15,736-78.7% | $12,068-72.2% | $12,624-73.4% |