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 | $10,061 | $109,881-90.8% | $150,045-93.3% | $84,808-88.1% |
| Participation rate | 79.4% | 76.1%+3.3pp | 82.3%-2.9pp | 68.3%+11.1pp |
| Annual return | 25.11% | 28.25%-3.1pp | 62.55%-37.4pp | 40.90%-15.8pp |
| Employer contribution / active EE | $1,794 | $3,561-49.6% | $4,693-61.8% | $2,631-31.8% |
| Participant deferral / active EE | $2,609 | $6,636-60.7% | $7,997-67.4% | $4,212-38.0% |
| Admin fee / account holder | $1,346 | $8,568-84.3% | $13,435-90.0% | $7,344-81.7% |