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 | $30,837 | $94,625-67.4% | $116,228-73.5% | $84,808-63.6% |
| Participation rate | 90.9% | 70.4%+20.5pp | 74.6%+16.4pp | 68.3%+22.6pp |
| Annual return | 15.17% | 20.40%-5.2pp | 90.06%-74.9pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,827 | $2,347-22.2% | $2,994-39.0% | $2,631-30.6% |
| Participant deferral / active EE | $3,451 | $3,972-13.1% | $4,953-30.3% | $4,212-18.1% |
| Admin fee / account holder | $4,430 | $10,091-56.1% | $11,989-63.0% | $7,344-39.7% |