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 6-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 | $26,740 | $95,803-72.1% | $113,168-76.4% | $84,808-68.5% |
| Participation rate | 81.0% | 72.9%+8.1pp | 76.6%+4.4pp | 68.3%+12.6pp |
| Annual return | 22.85% | 25.00%-2.2pp | 24.27%-1.4pp | 40.90%-18.0pp |
| Employer contribution / active EE | $2,371 | $2,360+0.5% | $2,975-20.3% | $2,631-9.9% |
| Participant deferral / active EE | $4,594 | $4,242+8.3% | $5,107-10.0% | $4,212+9.1% |
| Admin fee / account holder | $5,702 | $8,989-36.6% | $12,068-52.8% | $7,344-22.4% |