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 | $11,040 | $74,927-85.3% | $101,794-89.2% | $84,808-87.0% |
| Participation rate | 87.5% | 61.4%+26.1pp | 69.2%+18.3pp | 68.3%+19.2pp |
| Annual return | 20.99% | 18.70%+2.3pp | 30.53%-9.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $435 | $1,522-71.4% | $2,289-81.0% | $2,631-83.5% |
| Participant deferral / active EE | $1,539 | $3,099-50.3% | $4,084-62.3% | $4,212-63.5% |
| Admin fee / account holder | $329 | $6,514-94.9% | $8,777-96.2% | $7,344-95.5% |