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 6-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 | $29,272 | $95,803-69.4% | $113,168-74.1% | $84,808-65.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 20.66% | 25.00%-4.3pp | 24.27%-3.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,805 | $2,360+18.8% | $2,975-5.7% | $2,631+6.6% |
| Participant deferral / active EE | $6,773 | $4,242+59.7% | $5,107+32.6% | $4,212+60.8% |
| Admin fee / account holder | $1,143 | $8,989-87.3% | $12,068-90.5% | $7,344-84.4% |