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 | $25,646 | $95,803-73.2% | $113,168-77.3% | $84,808-69.8% |
| Participation rate | 71.3% | 72.9%-1.6pp | 76.6%-5.3pp | 68.3%+3.0pp |
| Annual return | 26.79% | 25.00%+1.8pp | 24.27%+2.5pp | 40.90%-14.1pp |
| Employer contribution / active EE | $1,224 | $2,360-48.1% | $2,975-58.8% | $2,631-53.5% |
| Participant deferral / active EE | $3,866 | $4,242-8.9% | $5,107-24.3% | $4,212-8.2% |
| Admin fee / account holder | $569 | $8,989-93.7% | $12,068-95.3% | $7,344-92.3% |