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 | $24,351 | $238,490-89.8% | $180,183-86.5% | $142,382-82.9% |
| Participation rate | 83.3% | 82.3%+1.1pp | 77.4%+5.9pp | 80.1%+3.2pp |
| Annual return | 24.00% | 33.56%-9.6pp | 27.86%-3.9pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,404 | $6,143-60.9% | $5,039-52.3% | $4,299-44.1% |
| Participant deferral / active EE | $4,702 | $7,996-41.2% | $6,822-31.1% | $6,507-27.7% |
| Admin fee / account holder | $7,191 | $28,866-75.1% | $19,975-64.0% | $12,624-43.0% |