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 | $9,739 | $86,929-88.8% | $102,423-90.5% | $80,856-88.0% |
| Participation rate | 81.1% | 72.4%+8.7pp | 76.5%+4.6pp | 67.6%+13.4pp |
| Annual return | 16.28% | 18.88%-2.6pp | 29.32%-13.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,507 | $2,369-36.4% | $3,023-50.2% | $2,755-45.3% |
| Participant deferral / active EE | $2,875 | $4,118-30.2% | $5,053-43.1% | $4,296-33.1% |
| Admin fee / account holder | $335 | $8,049-95.8% | $9,451-96.5% | $6,918-95.2% |