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 | $21,068 | $148,978-85.9% | $200,582-89.5% | $84,808-75.2% |
| Participation rate | 87.2% | 84.2%+3.0pp | 86.9%+0.3pp | 68.3%+18.9pp |
| Annual return | 23.48% | 28.16%-4.7pp | 42.33%-18.9pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,255 | $4,815-53.2% | $6,419-64.9% | $2,631-14.3% |
| Participant deferral / active EE | $4,201 | $7,142-41.2% | $9,331-55.0% | $4,212-0.3% |
| Admin fee / account holder | $607 | $13,977-95.7% | $16,305-96.3% | $7,344-91.7% |