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 | $7,795 | $59,097-86.8% | $82,389-90.5% | $74,304-89.5% |
| Participation rate | 70.3% | 52.8%+17.5pp | 69.5%+0.7pp | 60.3%+9.9pp |
| Annual return | 22.98% | 22.85%+0.1pp | 28.67%-5.7pp | 29.43%-6.5pp |
| Employer contribution / active EE | $792 | $1,601-50.5% | $2,517-68.5% | $2,241-64.7% |
| Participant deferral / active EE | $1,934 | $2,775-30.3% | $4,155-53.4% | $3,767-48.7% |
| Admin fee / account holder | $1,108 | $4,489-75.3% | $7,231-84.7% | $2,969-62.7% |