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 | $17,367 | $71,050-75.6% | $93,606-81.4% | $80,856-78.5% |
| Participation rate | 97.9% | 60.4%+37.5pp | 68.7%+29.2pp | 67.6%+30.3pp |
| Annual return | 36.83% | 11.26%+25.6pp | 133.20%-96.4pp | 35.59%+1.2pp |
| Employer contribution / active EE | $2,779 | $1,564+77.7% | $2,420+14.8% | $2,755+0.9% |
| Participant deferral / active EE | $6,715 | $4,034+66.5% | $4,411+52.2% | $4,296+56.3% |
| Admin fee / account holder | $591 | $6,945-91.5% | $8,285-92.9% | $6,918-91.5% |