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 | $23,229 | $109,413-78.8% | $156,263-85.1% | $84,808-72.6% |
| Participation rate | 75.0% | 72.7%+2.3pp | 78.9%-3.9pp | 68.3%+6.7pp |
| Annual return | 16.54% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $937 | $2,907-67.8% | $4,333-78.4% | $2,631-64.4% |
| Participant deferral / active EE | $3,718 | $4,590-19.0% | $6,158-39.6% | $4,212-11.7% |
| Admin fee / account holder | $367 | $9,357-96.1% | $14,255-97.4% | $7,344-95.0% |