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 6-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 | $17,401 | $80,968-78.5% | $96,544-82.0% | $75,163-76.8% |
| Participation rate | 95.9% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.7pp |
| Annual return | 17.45% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $891 | $2,282-61.0% | $2,965-70.0% | $2,670-66.6% |
| Participant deferral / active EE | $3,756 | $3,928-4.4% | $4,851-22.6% | $4,125-8.9% |
| Admin fee / account holder | $3,047 | $6,724-54.7% | $8,252-63.1% | $5,651-46.1% |