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 7-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 | $22,169 | $79,944-72.3% | $98,439-77.5% | $75,163-70.5% |
| Participation rate | 84.0% | 70.4%+13.6pp | 75.2%+8.8pp | 67.2%+16.8pp |
| Annual return | 25.46% | 19.75%+5.7pp | 21.16%+4.3pp | 160.62%-135.2pp |
| Employer contribution / active EE | $1,574 | $2,264-30.5% | $3,048-48.4% | $2,670-41.1% |
| Participant deferral / active EE | $4,503 | $3,752+20.0% | $4,738-4.9% | $4,125+9.2% |
| Admin fee / account holder | $1,441 | $6,840-78.9% | $8,948-83.9% | $5,651-74.5% |