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 | $18,419 | $95,803-80.8% | $113,168-83.7% | $84,808-78.3% |
| Participation rate | 94.3% | 72.9%+21.4pp | 76.6%+17.7pp | 68.3%+26.0pp |
| Annual return | 21.26% | 25.00%-3.7pp | 24.27%-3.0pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,171 | $2,360-50.4% | $2,975-60.7% | $2,631-55.5% |
| Participant deferral / active EE | $4,390 | $4,242+3.5% | $5,107-14.0% | $4,212+4.2% |
| Admin fee / account holder | $748 | $8,989-91.7% | $12,068-93.8% | $7,344-89.8% |