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 | $20,026 | $214,378-90.7% | $200,582-90.0% | $142,382-85.9% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.9%-5.1pp | 80.1%+1.7pp |
| Annual return | 24.55% | 46.41%-21.9pp | 42.33%-17.8pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,077 | $6,841-69.6% | $6,419-67.6% | $4,299-51.7% |
| Participant deferral / active EE | $4,318 | $9,865-56.2% | $9,331-53.7% | $6,507-33.6% |
| Admin fee / account holder | $2,272 | $17,692-87.2% | $16,305-86.1% | $12,624-82.0% |