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 | $13,175 | $109,413-88.0% | $156,263-91.6% | $84,808-84.5% |
| Participation rate | 96.3% | 72.7%+23.6pp | 78.9%+17.4pp | 68.3%+28.0pp |
| Annual return | 23.71% | 20.18%+3.5pp | 59.47%-35.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $1,730 | $2,907-40.5% | $4,333-60.1% | $2,631-34.2% |
| Participant deferral / active EE | $3,121 | $4,590-32.0% | $6,158-49.3% | $4,212-25.9% |
| Admin fee / account holder | $1,794 | $9,357-80.8% | $14,255-87.4% | $7,344-75.6% |