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 | $15,491 | $109,413-85.8% | $156,263-90.1% | $84,808-81.7% |
| Participation rate | 83.7% | 72.7%+11.0pp | 78.9%+4.8pp | 68.3%+15.4pp |
| Annual return | 19.81% | 20.18%-0.4pp | 59.47%-39.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,916 | $2,907-34.1% | $4,333-55.8% | $2,631-27.2% |
| Participant deferral / active EE | $2,758 | $4,590-39.9% | $6,158-55.2% | $4,212-34.5% |
| Admin fee / account holder | $3,005 | $9,357-67.9% | $14,255-78.9% | $7,344-59.1% |