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 | $25,218 | $171,164-85.3% | $127,761-80.3% | $152,861-83.5% |
| Participation rate | 77.8% | 83.4%-5.7pp | 79.0%-1.2pp | 82.4%-4.7pp |
| Annual return | 20.99% | 23.54%-2.5pp | 26.14%-5.2pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,949 | $5,447-64.2% | $4,574-57.4% | $4,762-59.1% |
| Participant deferral / active EE | $3,143 | $7,038-55.3% | $6,021-47.8% | $5,850-46.3% |
| Admin fee / account holder | $4,425 | $14,530-69.5% | $9,395-52.9% | $11,596-61.8% |