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 | $9,831 | $100,326-90.2% | $180,183-94.5% | $84,808-88.4% |
| Participation rate | 91.5% | 71.0%+20.5pp | 77.4%+14.1pp | 68.3%+23.2pp |
| Annual return | 23.54% | 17.86%+5.7pp | 27.86%-4.3pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,982 | $3,269-8.8% | $5,039-40.8% | $2,631+13.3% |
| Participant deferral / active EE | $4,434 | $5,066-12.5% | $6,822-35.0% | $4,212+5.3% |
| Admin fee / account holder | $1,918 | $9,674-80.2% | $19,975-90.4% | $7,344-73.9% |