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 5-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 | $29,860 | $109,413-72.7% | $156,263-80.9% | $84,808-64.8% |
| Participation rate | 96.9% | 72.7%+24.2pp | 78.9%+18.0pp | 68.3%+28.6pp |
| Annual return | 22.07% | 20.18%+1.9pp | 59.47%-37.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,669 | $2,907-42.6% | $4,333-61.5% | $2,631-36.6% |
| Participant deferral / active EE | $4,723 | $4,590+2.9% | $6,158-23.3% | $4,212+12.1% |
| Admin fee / account holder | $2,715 | $9,357-71.0% | $14,255-81.0% | $7,344-63.0% |