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 | $22,437 | $89,753-75.0% | $107,525-79.1% | $84,808-73.5% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 21.43% | 29.48%-8.1pp | 181.32%-159.9pp | 40.90%-19.5pp |
| Employer contribution / active EE | $3,586 | $3,113+15.2% | $3,754-4.5% | $2,631+36.3% |
| Participant deferral / active EE | $5,065 | $4,056+24.9% | $5,116-1.0% | $4,212+20.3% |
| Admin fee / account holder | $2,083 | $7,222-71.2% | $8,919-76.6% | $7,344-71.6% |