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 3-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 | $15,918 | $109,413-85.5% | $156,263-89.8% | $84,808-81.2% |
| Participation rate | 90.1% | 72.7%+17.4pp | 78.9%+11.2pp | 68.3%+21.8pp |
| Annual return | 20.77% | 20.18%+0.6pp | 59.47%-38.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,875 | $2,907-35.5% | $4,333-56.7% | $2,631-28.7% |
| Participant deferral / active EE | $2,978 | $4,590-35.1% | $6,158-51.7% | $4,212-29.3% |
| Admin fee / account holder | $607 | $9,357-93.5% | $14,255-95.7% | $7,344-91.7% |