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 | $19,446 | $94,625-79.4% | $116,228-83.3% | $84,808-77.1% |
| Participation rate | 90.0% | 70.4%+19.6pp | 74.6%+15.4pp | 68.3%+21.7pp |
| Annual return | 18.62% | 20.40%-1.8pp | 90.06%-71.4pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,200 | $2,347-48.9% | $2,994-59.9% | $2,631-54.4% |
| Participant deferral / active EE | $1,750 | $3,972-56.0% | $4,953-64.7% | $4,212-58.5% |
| Admin fee / account holder | $310 | $10,091-96.9% | $11,989-97.4% | $7,344-95.8% |