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 | $6,590 | $95,803-93.1% | $113,168-94.2% | $84,808-92.2% |
| Participation rate | 92.3% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+24.0pp |
| Annual return | 32.59% | 25.00%+7.6pp | 24.27%+8.3pp | 40.90%-8.3pp |
| Employer contribution / active EE | $1,548 | $2,360-34.4% | $2,975-48.0% | $2,631-41.2% |
| Participant deferral / active EE | $2,346 | $4,242-44.7% | $5,107-54.1% | $4,212-44.3% |
| Admin fee / account holder | $2,139 | $8,989-76.2% | $12,068-82.3% | $7,344-70.9% |