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 | $18,530 | $110,257-83.2% | $96,544-80.8% | $139,434-86.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 26.15% | 26.32%-0.2pp | 25.84%+0.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,789 | $3,620-50.6% | $2,965-39.6% | $4,751-62.3% |
| Participant deferral / active EE | $6,735 | $5,548+21.4% | $4,851+38.8% | $6,710+0.4% |
| Admin fee / account holder | $852 | $11,591-92.6% | $8,252-89.7% | $11,403-92.5% |