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 | $19,224 | $86,929-77.9% | $102,423-81.2% | $80,856-76.2% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.6%+29.4pp |
| Annual return | 14.89% | 18.88%-4.0pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,661 | $2,369+138.9% | $3,023+87.2% | $2,755+105.5% |
| Participant deferral / active EE | $5,316 | $4,118+29.1% | $5,053+5.2% | $4,296+23.7% |
| Admin fee / account holder | $676 | $8,049-91.6% | $9,451-92.8% | $6,918-90.2% |