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 | $10,002 | $127,065-92.1% | $113,168-91.2% | $142,382-93.0% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 34.69% | 24.03%+10.7pp | 24.27%+10.4pp | 217.08%-182.4pp |
| Employer contribution / active EE | $2,883 | $3,442-16.2% | $2,975-3.1% | $4,299-32.9% |
| Participant deferral / active EE | $3,814 | $5,716-33.3% | $5,107-25.3% | $6,507-41.4% |
| Admin fee / account holder | $1,908 | $15,736-87.9% | $12,068-84.2% | $12,624-84.9% |