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 | $27,434 | $109,413-74.9% | $156,263-82.4% | $84,808-67.7% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.6pp | 68.3%+28.2pp |
| Annual return | 24.23% | 20.18%+4.1pp | 59.47%-35.2pp | 40.90%-16.7pp |
| Employer contribution / active EE | $3,488 | $2,907+20.0% | $4,333-19.5% | $2,631+32.6% |
| Participant deferral / active EE | $6,286 | $4,590+37.0% | $6,158+2.1% | $4,212+49.3% |
| Admin fee / account holder | $1,420 | $9,357-84.8% | $14,255-90.0% | $7,344-80.7% |