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 3-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 | $13,522 | $109,881-87.7% | $150,045-91.0% | $84,808-84.1% |
| Participation rate | 88.1% | 76.1%+12.0pp | 82.3%+5.8pp | 68.3%+19.8pp |
| Annual return | 27.40% | 28.25%-0.8pp | 62.55%-35.1pp | 40.90%-13.5pp |
| Employer contribution / active EE | $1,684 | $3,561-52.7% | $4,693-64.1% | $2,631-36.0% |
| Participant deferral / active EE | $3,624 | $6,636-45.4% | $7,997-54.7% | $4,212-13.9% |
| Admin fee / account holder | $401 | $8,568-95.3% | $13,435-97.0% | $7,344-94.5% |