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 | $11,055 | $74,927-85.2% | $101,794-89.1% | $84,808-87.0% |
| Participation rate | 94.1% | 61.4%+32.7pp | 69.2%+24.9pp | 68.3%+25.8pp |
| Annual return | 19.29% | 18.70%+0.6pp | 30.53%-11.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,245 | $1,522-18.2% | $2,289-45.6% | $2,631-52.7% |
| Participant deferral / active EE | $2,734 | $3,099-11.8% | $4,084-33.1% | $4,212-35.1% |
| Admin fee / account holder | $1,848 | $6,514-71.6% | $8,777-78.9% | $7,344-74.8% |