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 | $14,308 | $110,257-87.0% | $96,544-85.2% | $139,434-89.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 10.05% | 26.32%-16.3pp | 25.84%-15.8pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,570 | $3,620-56.6% | $2,965-47.0% | $4,751-66.9% |
| Participant deferral / active EE | $2,814 | $5,548-49.3% | $4,851-42.0% | $6,710-58.1% |
| Admin fee / account holder | $1,076 | $11,591-90.7% | $8,252-87.0% | $11,403-90.6% |