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 9-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 | $23,505 | $72,492-67.6% | $87,100-73.0% | $72,985-67.8% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.9%+4.6pp | 69.5%+12.0pp |
| Annual return | 22.20% | 24.46%-2.3pp | 28.19%-6.0pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,318 | $1,894+22.4% | $2,521-8.1% | $2,440-5.0% |
| Participant deferral / active EE | $3,072 | $3,270-6.1% | $4,049-24.1% | $3,607-14.9% |
| Admin fee / account holder | $2,320 | $5,055-54.1% | $7,497-69.1% | $5,124-54.7% |