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 | $10,223 | $81,460-87.5% | $103,333-90.1% | $80,856-87.4% |
| Participation rate | 88.2% | 66.8%+21.4pp | 74.5%+13.7pp | 67.6%+20.6pp |
| Annual return | 14.86% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,510 | $3,105-19.2% | $3,868-35.1% | $2,755-8.9% |
| Participant deferral / active EE | $3,968 | $3,869+2.6% | $5,057-21.5% | $4,296-7.6% |
| Admin fee / account holder | $965 | $6,566-85.3% | $8,355-88.4% | $6,918-86.0% |