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 | $27,066 | $148,978-81.8% | $200,582-86.5% | $84,808-68.1% |
| Participation rate | 73.2% | 84.2%-11.1pp | 86.9%-13.7pp | 68.3%+4.9pp |
| Annual return | 17.70% | 28.16%-10.5pp | 42.33%-24.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,871 | $4,815-61.1% | $6,419-70.9% | $2,631-28.9% |
| Participant deferral / active EE | $5,963 | $7,142-16.5% | $9,331-36.1% | $4,212+41.6% |
| Admin fee / account holder | $3,160 | $13,977-77.4% | $16,305-80.6% | $7,344-57.0% |