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 | $19,869 | $214,378-90.7% | $200,582-90.1% | $142,382-86.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.09% | 46.41%-22.3pp | 42.33%-18.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,341 | $6,841-65.8% | $6,419-63.5% | $4,299-45.6% |
| Participant deferral / active EE | $6,018 | $9,865-39.0% | $9,331-35.5% | $6,507-7.5% |
| Admin fee / account holder | $489 | $17,692-97.2% | $16,305-97.0% | $12,624-96.1% |