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 | $22,336 | $89,753-75.1% | $107,525-79.2% | $84,808-73.7% |
| Participation rate | 78.0% | 68.1%+10.0pp | 75.1%+3.0pp | 68.3%+9.7pp |
| Annual return | 18.97% | 29.48%-10.5pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,895 | $3,113-39.1% | $3,754-49.5% | $2,631-28.0% |
| Participant deferral / active EE | $2,660 | $4,056-34.4% | $5,116-48.0% | $4,212-36.8% |
| Admin fee / account holder | $1,504 | $7,222-79.2% | $8,919-83.1% | $7,344-79.5% |