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 | $14,294 | $109,881-87.0% | $150,045-90.5% | $84,808-83.1% |
| Participation rate | 78.9% | 76.1%+2.9pp | 82.3%-3.4pp | 68.3%+10.6pp |
| Annual return | 19.59% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,207 | $3,561-66.1% | $4,693-74.3% | $2,631-54.1% |
| Participant deferral / active EE | $3,130 | $6,636-52.8% | $7,997-60.9% | $4,212-25.7% |
| Admin fee / account holder | $410 | $8,568-95.2% | $13,435-96.9% | $7,344-94.4% |