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 | $18,483 | $56,199-67.1% | $67,652-72.7% | $59,632-69.0% |
| Participation rate | 75.4% | 71.5%+3.9pp | 75.7%-0.3pp | 68.7%+6.7pp |
| Annual return | 1.06% | 18505.31%-18504.2pp | 6625.04%-6624.0pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $1,416 | $1,614-12.3% | $2,266-37.5% | $2,203-35.7% |
| Participant deferral / active EE | $1,749 | $2,844-38.5% | $3,560-50.9% | $3,192-45.2% |
| Admin fee / account holder | $3,880 | $3,958-2.0% | $4,821-19.5% | $4,297-9.7% |