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 | $15,654 | $76,670-79.6% | $96,683-83.8% | $71,457-78.1% |
| Participation rate | 88.8% | 66.6%+22.2pp | 74.3%+14.4pp | 67.9%+20.9pp |
| Annual return | 23.03% | 48.29%-25.3pp | 35.69%-12.7pp | 28.85%-5.8pp |
| Employer contribution / active EE | $1,793 | $3,031-40.9% | $3,737-52.0% | $2,588-30.7% |
| Participant deferral / active EE | $5,638 | $3,771+49.5% | $4,878+15.6% | $4,289+31.5% |
| Admin fee / account holder | $838 | $2,028-58.7% | $6,730-87.5% | $1,587-47.2% |