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 | $25,563 | $201,272-87.3% | $184,203-86.1% | $145,922-82.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 16.24% | 29.00%-12.8pp | 28.81%-12.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,720 | $7,022-61.3% | $6,427-57.7% | $4,660-41.6% |
| Participant deferral / active EE | $5,765 | $9,806-41.2% | $9,131-36.9% | $6,688-13.8% |
| Admin fee / account holder | $2,895 | $16,364-82.3% | $13,901-79.2% | $13,397-78.4% |