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 | $14,597 | $72,492-79.9% | $87,100-83.2% | $72,985-80.0% |
| Participation rate | 93.3% | 72.8%+20.5pp | 76.9%+16.5pp | 69.5%+23.8pp |
| Annual return | 17.05% | 24.46%-7.4pp | 28.19%-11.1pp | 81.00%-63.9pp |
| Employer contribution / active EE | $1,483 | $1,894-21.7% | $2,521-41.2% | $2,440-39.2% |
| Participant deferral / active EE | $3,069 | $3,270-6.1% | $4,049-24.2% | $3,607-14.9% |
| Admin fee / account holder | $1,714 | $5,055-66.1% | $7,497-77.1% | $5,124-66.5% |