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 | $24,585 | $80,968-69.6% | $96,544-74.5% | $75,163-67.3% |
| Participation rate | 88.9% | 71.8%+17.1pp | 76.0%+12.9pp | 67.2%+21.7pp |
| Annual return | 16.00% | 27.06%-11.1pp | 25.84%-9.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,787 | $2,282-21.7% | $2,965-39.7% | $2,670-33.1% |
| Participant deferral / active EE | $2,565 | $3,928-34.7% | $4,851-47.1% | $4,125-37.8% |
| Admin fee / account holder | $1,431 | $6,724-78.7% | $8,252-82.7% | $5,651-74.7% |