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 | $13,137 | $127,065-89.7% | $113,168-88.4% | $142,382-90.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 33.75% | 24.03%+9.7pp | 24.27%+9.5pp | 217.08%-183.3pp |
| Employer contribution / active EE | $1,805 | $3,442-47.6% | $2,975-39.3% | $4,299-58.0% |
| Participant deferral / active EE | $3,527 | $5,716-38.3% | $5,107-30.9% | $6,507-45.8% |
| Admin fee / account holder | $450 | $15,736-97.1% | $12,068-96.3% | $12,624-96.4% |