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 | $25,042 | $67,606-63.0% | $82,313-69.6% | $70,131-64.3% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 12.51% | 21.57%-9.1pp | 25.88%-13.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,564 | $1,755-10.9% | $2,428-35.6% | $2,342-33.2% |
| Participant deferral / active EE | $2,297 | $2,987-23.1% | $3,706-38.0% | $3,332-31.1% |
| Admin fee / account holder | $17,762 | $4,512+293.7% | $5,608+216.7% | $4,645+282.4% |