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 8-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 | $20,014 | $93,571-78.6% | $135,903-85.3% | $75,163-73.4% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 16.69% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,185 | $3,537-38.2% | $4,856-55.0% | $2,670-18.2% |
| Participant deferral / active EE | $2,861 | $6,404-55.3% | $7,758-63.1% | $4,125-30.7% |
| Admin fee / account holder | $445 | $6,975-93.6% | $10,762-95.9% | $5,651-92.1% |