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 | $19,256 | $214,378-91.0% | $200,582-90.4% | $142,382-86.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 32.32% | 46.41%-14.1pp | 42.33%-10.0pp | 217.08%-184.8pp |
| Employer contribution / active EE | $2,888 | $6,841-57.8% | $6,419-55.0% | $4,299-32.8% |
| Participant deferral / active EE | $6,004 | $9,865-39.1% | $9,331-35.7% | $6,507-7.7% |
| Admin fee / account holder | $1,760 | $17,692-90.1% | $16,305-89.2% | $12,624-86.1% |