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 5-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 | $29,152 | $148,978-80.4% | $200,582-85.5% | $84,808-65.6% |
| Participation rate | 84.0% | 84.2%-0.2pp | 86.9%-2.9pp | 68.3%+15.7pp |
| Annual return | 20.31% | 28.16%-7.8pp | 42.33%-22.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,596 | $4,815-46.1% | $6,419-59.6% | $2,631-1.3% |
| Participant deferral / active EE | $4,456 | $7,142-37.6% | $9,331-52.2% | $4,212+5.8% |
| Admin fee / account holder | $2,875 | $13,977-79.4% | $16,305-82.4% | $7,344-60.8% |