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 | $19,397 | $100,923-80.8% | $150,045-87.1% | $74,304-73.9% |
| Participation rate | 96.1% | 70.1%+26.0pp | 82.3%+13.8pp | 60.3%+35.8pp |
| Annual return | 23.90% | 51.77%-27.9pp | 62.55%-38.7pp | 29.43%-5.5pp |
| Employer contribution / active EE | $2,279 | $3,463-34.2% | $4,693-51.4% | $2,241+1.7% |
| Participant deferral / active EE | $3,609 | $6,709-46.2% | $7,997-54.9% | $3,767-4.2% |
| Admin fee / account holder | $1,037 | $2,767-62.5% | $13,435-92.3% | $2,969-65.1% |