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 9-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 | $27,853 | $94,625-70.6% | $116,228-76.0% | $84,808-67.2% |
| Participation rate | 84.3% | 70.4%+13.8pp | 74.6%+9.7pp | 68.3%+16.0pp |
| Annual return | 15.58% | 20.40%-4.8pp | 90.06%-74.5pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,882 | $2,347-19.8% | $2,994-37.2% | $2,631-28.5% |
| Participant deferral / active EE | $3,518 | $3,972-11.4% | $4,953-29.0% | $4,212-16.5% |
| Admin fee / account holder | $2,577 | $10,091-74.5% | $11,989-78.5% | $7,344-64.9% |