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 | $28,796 | $101,724-71.7% | $164,813-82.5% | $80,856-64.4% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.6%+25.7pp |
| Annual return | 16.19% | 16.72%-0.5pp | 69.93%-53.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,947 | $2,953-0.2% | $4,341-32.1% | $2,755+7.0% |
| Participant deferral / active EE | $3,545 | $4,477-20.8% | $6,031-41.2% | $4,296-17.5% |
| Admin fee / account holder | $1,272 | $8,227-84.5% | $12,690-90.0% | $6,918-81.6% |