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 | $13,734 | $109,881-87.5% | $150,045-90.8% | $84,808-83.8% |
| Participation rate | 98.6% | 76.1%+22.5pp | 82.3%+16.2pp | 68.3%+30.3pp |
| Annual return | 35.30% | 28.25%+7.1pp | 62.55%-27.2pp | 40.90%-5.6pp |
| Employer contribution / active EE | $2,411 | $3,561-32.3% | $4,693-48.6% | $2,631-8.4% |
| Participant deferral / active EE | $8,053 | $6,636+21.4% | $7,997+0.7% | $4,212+91.2% |
| Admin fee / account holder | $431 | $8,568-95.0% | $13,435-96.8% | $7,344-94.1% |