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 | $18,892 | $80,968-76.7% | $96,544-80.4% | $75,163-74.9% |
| Participation rate | 84.6% | 71.8%+12.8pp | 76.0%+8.7pp | 67.2%+17.4pp |
| Annual return | 37.97% | 27.06%+10.9pp | 25.84%+12.1pp | 160.62%-122.7pp |
| Employer contribution / active EE | $3,174 | $2,282+39.1% | $2,965+7.0% | $2,670+18.9% |
| Participant deferral / active EE | $5,259 | $3,928+33.9% | $4,851+8.4% | $4,125+27.5% |
| Admin fee / account holder | $570 | $6,724-91.5% | $8,252-93.1% | $5,651-89.9% |