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 4-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 | $25,136 | $80,724-68.9% | $103,333-75.7% | $74,495-66.3% |
| Participation rate | 98.0% | 65.7%+32.3pp | 74.5%+23.5pp | 67.2%+30.8pp |
| Annual return | 18.12% | 27.56%-9.4pp | 24.88%-6.8pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $3,183 | $3,157+0.8% | $3,868-17.7% | $2,623+21.4% |
| Participant deferral / active EE | $4,578 | $3,860+18.6% | $5,057-9.5% | $4,346+5.3% |
| Admin fee / account holder | $3,118 | $2,368+31.7% | $8,355-62.7% | $1,942+60.6% |