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 7-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 | $20,911 | $81,460-74.3% | $103,333-79.8% | $80,856-74.1% |
| Participation rate | 89.3% | 66.8%+22.4pp | 74.5%+14.8pp | 67.6%+21.6pp |
| Annual return | 16.94% | 25.55%-8.6pp | 24.88%-7.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,645 | $3,105-14.8% | $3,868-31.6% | $2,755-4.0% |
| Participant deferral / active EE | $4,871 | $3,869+25.9% | $5,057-3.7% | $4,296+13.4% |
| Admin fee / account holder | $733 | $6,566-88.8% | $8,355-91.2% | $6,918-89.4% |