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 | $16,231 | $89,753-81.9% | $107,525-84.9% | $84,808-80.9% |
| Participation rate | 96.9% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.6pp |
| Annual return | 24.27% | 29.48%-5.2pp | 181.32%-157.0pp | 40.90%-16.6pp |
| Employer contribution / active EE | $2,795 | $3,113-10.2% | $3,754-25.5% | $2,631+6.2% |
| Participant deferral / active EE | $4,631 | $4,056+14.2% | $5,116-9.5% | $4,212+10.0% |
| Admin fee / account holder | $357 | $7,222-95.1% | $8,919-96.0% | $7,344-95.1% |