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 10-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 | $8,297 | $59,097-86.0% | $82,389-89.9% | $74,304-88.8% |
| Participation rate | 95.2% | 52.8%+42.4pp | 69.5%+25.6pp | 60.3%+34.8pp |
| Annual return | 13.51% | 22.85%-9.3pp | 28.67%-15.2pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,123 | $1,601-29.9% | $2,517-55.4% | $2,241-49.9% |
| Participant deferral / active EE | $1,639 | $2,775-40.9% | $4,155-60.5% | $3,767-56.5% |
| Admin fee / account holder | $1,773 | $4,489-60.5% | $7,231-75.5% | $2,969-40.3% |