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 | $11,137 | $177,572-93.7% | $154,803-92.8% | $142,382-92.2% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 31.45% | 65.07%-33.6pp | 58.88%-27.4pp | 217.08%-185.6pp |
| Employer contribution / active EE | $1,799 | $4,810-62.6% | $4,305-58.2% | $4,299-58.2% |
| Participant deferral / active EE | $2,387 | $6,272-61.9% | $5,540-56.9% | $6,507-63.3% |
| Admin fee / account holder | $3,217 | $16,786-80.8% | $14,329-77.5% | $12,624-74.5% |