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 | $18,318 | $89,753-79.6% | $107,525-83.0% | $84,808-78.4% |
| Participation rate | 82.9% | 68.1%+14.8pp | 75.1%+7.8pp | 68.3%+14.5pp |
| Annual return | 23.31% | 29.48%-6.2pp | 181.32%-158.0pp | 40.90%-17.6pp |
| Employer contribution / active EE | $3,461 | $3,113+11.2% | $3,754-7.8% | $2,631+31.6% |
| Participant deferral / active EE | $4,794 | $4,056+18.2% | $5,116-6.3% | $4,212+13.8% |
| Admin fee / account holder | $2,605 | $7,222-63.9% | $8,919-70.8% | $7,344-64.5% |