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 | $10,949 | $89,753-87.8% | $107,525-89.8% | $84,808-87.1% |
| Participation rate | 94.9% | 68.1%+26.8pp | 75.1%+19.8pp | 68.3%+26.6pp |
| Annual return | 30.46% | 29.48%+1.0pp | 181.32%-150.9pp | 40.90%-10.4pp |
| Employer contribution / active EE | $2,127 | $3,113-31.7% | $3,754-43.3% | $2,631-19.2% |
| Participant deferral / active EE | $3,964 | $4,056-2.3% | $5,116-22.5% | $4,212-5.9% |
| Admin fee / account holder | $674 | $7,222-90.7% | $8,919-92.4% | $7,344-90.8% |