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 | $13,321 | $149,679-91.1% | $117,039-88.6% | $147,584-91.0% |
| Participation rate | 75.0% | 83.5%-8.5pp | 77.2%-2.2pp | 82.8%-7.8pp |
| Annual return | 21.77% | 19.31%+2.5pp | 18.95%+2.8pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,241 | $4,937-54.6% | $3,785-40.8% | $4,876-54.0% |
| Participant deferral / active EE | $2,641 | $4,912-46.2% | $3,929-32.8% | $5,439-51.4% |
| Admin fee / account holder | $2,288 | $7,856-70.9% | $5,974-61.7% | $10,885-79.0% |