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 4-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 | $31,683 | $109,413-71.0% | $156,263-79.7% | $84,808-62.6% |
| Participation rate | 79.3% | 72.7%+6.6pp | 78.9%+0.4pp | 68.3%+11.0pp |
| Annual return | 15.68% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,685 | $2,907-7.6% | $4,333-38.0% | $2,631+2.1% |
| Participant deferral / active EE | $3,532 | $4,590-23.0% | $6,158-42.6% | $4,212-16.1% |
| Admin fee / account holder | $1,269 | $9,357-86.4% | $14,255-91.1% | $7,344-82.7% |