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 | $14,168 | $78,422-81.9% | $95,952-85.2% | $79,858-82.3% |
| Participation rate | 80.6% | 73.5%+7.2pp | 77.1%+3.6pp | 69.6%+11.0pp |
| Annual return | 24.97% | 19.37%+5.6pp | 91.61%-66.6pp | 31.71%-6.7pp |
| Employer contribution / active EE | $2,316 | $1,945+19.1% | $2,541-8.8% | $2,471-6.3% |
| Participant deferral / active EE | $4,917 | $3,440+42.9% | $4,167+18.0% | $3,740+31.5% |
| Admin fee / account holder | $464 | $5,622-91.7% | $6,795-93.2% | $5,306-91.2% |