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 | $17,179 | $74,927-77.1% | $101,794-83.1% | $84,808-79.7% |
| Participation rate | 96.9% | 61.4%+35.5pp | 69.2%+27.7pp | 68.3%+28.6pp |
| Annual return | 24.47% | 18.70%+5.8pp | 30.53%-6.1pp | 40.90%-16.4pp |
| Employer contribution / active EE | $2,740 | $1,522+80.1% | $2,289+19.7% | $2,631+4.2% |
| Participant deferral / active EE | $4,089 | $3,099+32.0% | $4,084+0.1% | $4,212-2.9% |
| Admin fee / account holder | $1,098 | $6,514-83.1% | $8,777-87.5% | $7,344-85.0% |