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 | $16,150 | $109,881-85.3% | $150,045-89.2% | $84,808-81.0% |
| Participation rate | 88.1% | 76.1%+12.0pp | 82.3%+5.8pp | 68.3%+19.8pp |
| Annual return | 20.27% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,603 | $3,561-26.9% | $4,693-44.5% | $2,631-1.1% |
| Participant deferral / active EE | $2,714 | $6,636-59.1% | $7,997-66.1% | $4,212-35.6% |
| Admin fee / account holder | $552 | $8,568-93.6% | $13,435-95.9% | $7,344-92.5% |