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 5-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 | $21,345 | $201,272-89.4% | $184,203-88.4% | $145,922-85.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.17% | 29.00%-15.8pp | 28.81%-15.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,467 | $7,022-36.4% | $6,427-30.5% | $4,660-4.1% |
| Participant deferral / active EE | $4,314 | $9,806-56.0% | $9,131-52.8% | $6,688-35.5% |
| Admin fee / account holder | $497 | $16,364-97.0% | $13,901-96.4% | $13,397-96.3% |