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 | $18,633 | $95,803-80.6% | $113,168-83.5% | $84,808-78.0% |
| Participation rate | 89.7% | 72.9%+16.8pp | 76.6%+13.1pp | 68.3%+21.3pp |
| Annual return | 25.27% | 25.00%+0.3pp | 24.27%+1.0pp | 40.90%-15.6pp |
| Employer contribution / active EE | $1,308 | $2,360-44.6% | $2,975-56.0% | $2,631-50.3% |
| Participant deferral / active EE | $6,081 | $4,242+43.4% | $5,107+19.1% | $4,212+44.4% |
| Admin fee / account holder | $1,560 | $8,989-82.6% | $12,068-87.1% | $7,344-78.8% |