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 10-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 | $21,014 | $78,422-73.2% | $95,952-78.1% | $79,858-73.7% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.5pp |
| Annual return | 20.39% | 19.37%+1.0pp | 91.61%-71.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,607 | $1,945-17.4% | $2,541-36.7% | $2,471-35.0% |
| Participant deferral / active EE | $3,877 | $3,440+12.7% | $4,167-7.0% | $3,740+3.7% |
| Admin fee / account holder | $487 | $5,622-91.3% | $6,795-92.8% | $5,306-90.8% |