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 | $22,557 | $86,929-74.1% | $102,423-78.0% | $80,856-72.1% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.6%+20.8pp |
| Annual return | 14.68% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,496 | $2,369-36.9% | $3,023-50.5% | $2,755-45.7% |
| Participant deferral / active EE | $4,628 | $4,118+12.4% | $5,053-8.4% | $4,296+7.7% |
| Admin fee / account holder | $1,907 | $8,049-76.3% | $9,451-79.8% | $6,918-72.4% |