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 6-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 | $40,535 | $138,347-70.7% | $184,203-78.0% | $80,856-49.9% |
| Participation rate | 81.6% | 83.9%-2.3pp | 86.8%-5.2pp | 67.6%+13.9pp |
| Annual return | 14.44% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $5,222 | $4,850+7.7% | $6,427-18.7% | $2,755+89.6% |
| Participant deferral / active EE | $8,632 | $7,071+22.1% | $9,131-5.5% | $4,296+100.9% |
| Admin fee / account holder | $1,868 | $10,483-82.2% | $13,901-86.6% | $6,918-73.0% |