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 | $13,506 | $163,101-91.7% | $136,749-90.1% | $142,382-90.5% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 19.65% | 27.54%-7.9pp | 24.33%-4.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,428 | $4,117-65.3% | $3,400-58.0% | $4,299-66.8% |
| Participant deferral / active EE | $2,251 | $5,585-59.7% | $4,692-52.0% | $6,507-65.4% |
| Admin fee / account holder | $1,101 | $14,318-92.3% | $11,386-90.3% | $12,624-91.3% |