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 5-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 | $17,134 | $74,927-77.1% | $101,794-83.2% | $84,808-79.8% |
| Participation rate | 70.4% | 61.4%+9.0pp | 69.2%+1.2pp | 68.3%+2.1pp |
| Annual return | 16.28% | 18.70%-2.4pp | 30.53%-14.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $765 | $1,522-49.7% | $2,289-66.6% | $2,631-70.9% |
| Participant deferral / active EE | $2,243 | $3,099-27.6% | $4,084-45.1% | $4,212-46.7% |
| Admin fee / account holder | $2,531 | $6,514-61.1% | $8,777-71.2% | $7,344-65.5% |