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 | $19,167 | $101,724-81.2% | $164,813-88.4% | $80,856-76.3% |
| Participation rate | 74.5% | 71.8%+2.7pp | 78.6%-4.1pp | 67.6%+6.9pp |
| Annual return | 14.21% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,149 | $4,477-29.7% | $6,031-47.8% | $4,296-26.7% |
| Admin fee / account holder | $3,275 | $8,227-60.2% | $12,690-74.2% | $6,918-52.7% |