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 | $22,222 | $101,724-78.2% | $164,813-86.5% | $80,856-72.5% |
| Participation rate | 73.1% | 71.8%+1.2pp | 78.6%-5.5pp | 67.6%+5.4pp |
| Annual return | 34.40% | 16.72%+17.7pp | 69.93%-35.5pp | 35.59%-1.2pp |
| Employer contribution / active EE | $2,026 | $2,953-31.4% | $4,341-53.3% | $2,755-26.4% |
| Participant deferral / active EE | $3,018 | $4,477-32.6% | $6,031-50.0% | $4,296-29.7% |
| Admin fee / account holder | $345 | $8,227-95.8% | $12,690-97.3% | $6,918-95.0% |