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 | $14,331 | $77,503-81.5% | $100,391-85.7% | $80,856-82.3% |
| Participation rate | 87.8% | 76.9%+10.9pp | 81.5%+6.3pp | 67.6%+20.2pp |
| Annual return | 21.51% | 37.20%-15.7pp | 49.20%-27.7pp | 35.59%-14.1pp |
| Employer contribution / active EE | $2,795 | $2,801-0.2% | $3,942-29.1% | $2,755+1.5% |
| Participant deferral / active EE | $6,255 | $6,820-8.3% | $8,082-22.6% | $4,296+45.6% |
| Admin fee / account holder | $532 | $5,897-91.0% | $7,899-93.3% | $6,918-92.3% |