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 9-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 | $24,978 | $83,477-70.1% | $125,175-80.0% | $72,985-65.8% |
| Participation rate | 85.2% | 73.3%+11.9pp | 79.8%+5.4pp | 69.5%+15.7pp |
| Annual return | 23.34% | 25.78%-2.4pp | 43.79%-20.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,204 | $2,345-6.0% | $3,865-43.0% | $2,440-9.7% |
| Participant deferral / active EE | $6,059 | $3,585+69.0% | $4,937+22.7% | $3,607+68.0% |
| Admin fee / account holder | $992 | $5,517-82.0% | $9,702-89.8% | $5,124-80.7% |