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 | $33,239 | $109,413-69.6% | $156,263-78.7% | $84,808-60.8% |
| Participation rate | 78.6% | 72.7%+5.9pp | 78.9%-0.3pp | 68.3%+10.3pp |
| Annual return | 18.30% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,507 | $2,907-48.1% | $4,333-65.2% | $2,631-42.7% |
| Participant deferral / active EE | $2,768 | $4,590-39.7% | $6,158-55.1% | $4,212-34.3% |
| Admin fee / account holder | $2,573 | $9,357-72.5% | $14,255-81.9% | $7,344-65.0% |