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 | $17,630 | $127,065-86.1% | $113,168-84.4% | $142,382-87.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 28.06% | 24.03%+4.0pp | 24.27%+3.8pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,137 | $3,442-37.9% | $2,975-28.2% | $4,299-50.3% |
| Participant deferral / active EE | $5,563 | $5,716-2.7% | $5,107+8.9% | $6,507-14.5% |
| Admin fee / account holder | $4,958 | $15,736-68.5% | $12,068-58.9% | $12,624-60.7% |