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 | $27,375 | $86,929-68.5% | $102,423-73.3% | $80,856-66.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.05% | 18.88%-3.8pp | 29.32%-14.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,460 | $2,369+46.0% | $3,023+14.4% | $2,755+25.6% |
| Participant deferral / active EE | $6,450 | $4,118+56.6% | $5,053+27.7% | $4,296+50.2% |
| Admin fee / account holder | $1,772 | $8,049-78.0% | $9,451-81.2% | $6,918-74.4% |