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 | $13,834 | $56,110-75.3% | $94,993-85.4% | $70,131-80.3% |
| Participation rate | 70.6% | 65.0%+5.6pp | 73.9%-3.3pp | 69.5%+1.0pp |
| Annual return | 17.69% | 51.02%-33.3pp | 27.12%-9.4pp | 73.14%-55.4pp |
| Employer contribution / active EE | $874 | $1,442-39.4% | $2,603-66.4% | $2,342-62.7% |
| Participant deferral / active EE | $1,681 | $2,391-29.7% | $3,317-49.3% | $3,332-49.5% |
| Admin fee / account holder | $777 | $3,456-77.5% | $4,960-84.3% | $4,645-83.3% |