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 | $13,412 | $72,012-81.4% | $185,823-92.8% | $79,858-83.2% |
| Participation rate | 95.0% | 65.8%+29.2pp | 78.0%+17.0pp | 69.6%+25.4pp |
| Annual return | 17.97% | 23.12%-5.1pp | 35.95%-18.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,295 | $1,965-34.1% | $4,087-68.3% | $2,471-47.6% |
| Participant deferral / active EE | $3,569 | $3,779-5.6% | $5,632-36.6% | $3,740-4.6% |
| Admin fee / account holder | $1,569 | $4,513-65.2% | $9,500-83.5% | $5,306-70.4% |