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 3-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 | $15,941 | $74,927-78.7% | $101,794-84.3% | $84,808-81.2% |
| Participation rate | 86.4% | 61.4%+25.0pp | 69.2%+17.3pp | 68.3%+18.1pp |
| Annual return | 23.47% | 18.70%+4.8pp | 30.53%-7.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,547 | $1,522+1.7% | $2,289-32.4% | $2,631-41.2% |
| Participant deferral / active EE | $4,283 | $3,099+38.2% | $4,084+4.9% | $4,212+1.7% |
| Admin fee / account holder | $2,485 | $6,514-61.8% | $8,777-71.7% | $7,344-66.2% |