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 | $19,783 | $86,929-77.2% | $102,423-80.7% | $80,856-75.5% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.6%+28.9pp |
| Annual return | 16.83% | 18.88%-2.1pp | 29.32%-12.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,044 | $2,369-55.9% | $3,023-65.5% | $2,755-62.1% |
| Participant deferral / active EE | $3,480 | $4,118-15.5% | $5,053-31.1% | $4,296-19.0% |
| Admin fee / account holder | $2,602 | $8,049-67.7% | $9,451-72.5% | $6,918-62.4% |