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 | $18,696 | $86,929-78.5% | $102,423-81.7% | $80,856-76.9% |
| Participation rate | 70.8% | 72.4%-1.5pp | 76.5%-5.7pp | 67.6%+3.2pp |
| Annual return | 28.00% | 18.88%+9.1pp | 29.32%-1.3pp | 35.59%-7.6pp |
| Employer contribution / active EE | $1,101 | $2,369-53.5% | $3,023-63.6% | $2,755-60.0% |
| Participant deferral / active EE | $5,151 | $4,118+25.1% | $5,053+1.9% | $4,296+19.9% |
| Admin fee / account holder | $4,084 | $8,049-49.3% | $9,451-56.8% | $6,918-41.0% |