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 | $13,302 | $72,277-81.6% | $101,248-86.9% | $79,858-83.3% |
| Participation rate | 95.4% | 68.5%+26.9pp | 75.8%+19.6pp | 69.6%+25.8pp |
| Annual return | 19.28% | 22.30%-3.0pp | 46.47%-27.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,293 | $2,692-51.9% | $3,660-64.7% | $2,471-47.7% |
| Participant deferral / active EE | $3,894 | $3,282+18.7% | $4,370-10.9% | $3,740+4.1% |
| Admin fee / account holder | $807 | $4,400-81.7% | $5,945-86.4% | $5,306-84.8% |