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 | $14,429 | $127,065-88.6% | $113,168-87.3% | $142,382-89.9% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 33.34% | 24.03%+9.3pp | 24.27%+9.1pp | 217.08%-183.7pp |
| Employer contribution / active EE | $2,482 | $3,442-27.9% | $2,975-16.6% | $4,299-42.3% |
| Participant deferral / active EE | $4,631 | $5,716-19.0% | $5,107-9.3% | $6,507-28.8% |
| Admin fee / account holder | $1,684 | $15,736-89.3% | $12,068-86.0% | $12,624-86.7% |