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 5-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 | $9,664 | $81,460-88.1% | $103,333-90.6% | $80,856-88.0% |
| Participation rate | 93.5% | 66.8%+26.7pp | 74.5%+19.0pp | 67.6%+25.9pp |
| Annual return | 16.97% | 25.55%-8.6pp | 24.88%-7.9pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,721 | $3,105-44.6% | $3,868-55.5% | $2,755-37.5% |
| Participant deferral / active EE | $3,194 | $3,869-17.4% | $5,057-36.8% | $4,296-25.6% |
| Admin fee / account holder | $966 | $6,566-85.3% | $8,355-88.4% | $6,918-86.0% |