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 | $32,063 | $109,413-70.7% | $156,263-79.5% | $84,808-62.2% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 24.43% | 20.18%+4.2pp | 59.47%-35.0pp | 40.90%-16.5pp |
| Employer contribution / active EE | $3,607 | $2,907+24.1% | $4,333-16.8% | $2,631+37.1% |
| Participant deferral / active EE | $6,650 | $4,590+44.9% | $6,158+8.0% | $4,212+57.9% |
| Admin fee / account holder | $759 | $9,357-91.9% | $14,255-94.7% | $7,344-89.7% |