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 7-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 | $26,754 | $86,929-69.2% | $102,423-73.9% | $80,856-66.9% |
| Participation rate | 91.6% | 72.4%+19.2pp | 76.5%+15.1pp | 67.6%+23.9pp |
| Annual return | 15.07% | 18.88%-3.8pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,893 | $2,369-20.1% | $3,023-37.4% | $2,755-31.3% |
| Participant deferral / active EE | $2,901 | $4,118-29.6% | $5,053-42.6% | $4,296-32.5% |
| Admin fee / account holder | $2,685 | $8,049-66.6% | $9,451-71.6% | $6,918-61.2% |