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 | $16,755 | $86,286-80.6% | $111,297-84.9% | $85,850-80.5% |
| Participation rate | 89.7% | 73.3%+16.3pp | 77.3%+12.3pp | 69.3%+20.3pp |
| Annual return | 12.00% | 19.99%-8.0pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,771 | $2,043-13.3% | $2,731-35.2% | $2,565-31.0% |
| Participant deferral / active EE | $2,888 | $3,641-20.7% | $4,487-35.6% | $3,952-26.9% |
| Admin fee / account holder | $1,265 | $8,188-84.6% | $7,964-84.1% | $6,260-79.8% |