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 5-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 | $23,422 | $71,883-67.4% | $86,677-73.0% | $68,494-65.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 17.73% | 3.52%+14.2pp | 35.91%-18.2pp | -7.84%+25.6pp |
| Employer contribution / active EE | $3,675 | $2,173+69.1% | $2,836+29.6% | $2,596+41.6% |
| Participant deferral / active EE | $8,767 | $3,779+132.0% | $4,656+88.3% | $4,027+117.7% |
| Admin fee / account holder | $1,703 | $6,112-72.1% | $7,493-77.3% | $5,403-68.5% |