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 8-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 | $30,932 | $109,413-71.7% | $156,263-80.2% | $84,808-63.5% |
| Participation rate | 89.5% | 72.7%+16.8pp | 78.9%+10.6pp | 68.3%+21.2pp |
| Annual return | 18.23% | 20.18%-2.0pp | 59.47%-41.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,919 | $2,907+0.4% | $4,333-32.6% | $2,631+10.9% |
| Participant deferral / active EE | $2,271 | $4,590-50.5% | $6,158-63.1% | $4,212-46.1% |
| Admin fee / account holder | $823 | $9,357-91.2% | $14,255-94.2% | $7,344-88.8% |