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 | $19,613 | $179,726-89.1% | $156,263-87.4% | $142,382-86.2% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.9%-2.4pp | 80.1%-3.6pp |
| Annual return | 13.78% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,358 | $5,069-73.2% | $4,333-68.7% | $4,299-68.4% |
| Participant deferral / active EE | $3,881 | $6,956-44.2% | $6,158-37.0% | $6,507-40.4% |
| Admin fee / account holder | $1,602 | $17,272-90.7% | $14,255-88.8% | $12,624-87.3% |