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 4-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 | $21,707 | $93,571-76.8% | $135,903-84.0% | $75,163-71.1% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 39.83% | 30.90%+8.9pp | 68.23%-28.4pp | 160.62%-120.8pp |
| Employer contribution / active EE | $3,314 | $3,537-6.3% | $4,856-31.7% | $2,670+24.1% |
| Participant deferral / active EE | $7,838 | $6,404+22.4% | $7,758+1.0% | $4,125+90.0% |
| Admin fee / account holder | $1,722 | $6,975-75.3% | $10,762-84.0% | $5,651-69.5% |