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 4-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 | $10,171 | $110,257-90.8% | $96,544-89.5% | $139,434-92.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 26.24% | 26.32%-0.1pp | 25.84%+0.4pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,807 | $3,620-50.1% | $2,965-39.1% | $4,751-62.0% |
| Participant deferral / active EE | $2,026 | $5,548-63.5% | $4,851-58.2% | $6,710-69.8% |
| Admin fee / account holder | $375 | $11,591-96.8% | $8,252-95.5% | $11,403-96.7% |