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 | $16,872 | $77,503-78.2% | $100,391-83.2% | $80,856-79.1% |
| Participation rate | 81.5% | 76.9%+4.5pp | 81.5%0pp | 67.6%+13.8pp |
| Annual return | 15.49% | 37.20%-21.7pp | 49.20%-33.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,146 | $2,801+48.0% | $3,942+5.2% | $2,755+50.5% |
| Participant deferral / active EE | $3,928 | $6,820-42.4% | $8,082-51.4% | $4,296-8.6% |
| Admin fee / account holder | $2,265 | $5,897-61.6% | $7,899-71.3% | $6,918-67.3% |