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 7-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 | $38,671 | $148,978-74.0% | $200,582-80.7% | $84,808-54.4% |
| Participation rate | 84.6% | 84.2%+0.4pp | 86.9%-2.3pp | 68.3%+16.3pp |
| Annual return | 19.94% | 28.16%-8.2pp | 42.33%-22.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,440 | $4,815-28.6% | $6,419-46.4% | $2,631+30.7% |
| Participant deferral / active EE | $6,092 | $7,142-14.7% | $9,331-34.7% | $4,212+44.6% |
| Admin fee / account holder | $4,078 | $13,977-70.8% | $16,305-75.0% | $7,344-44.5% |