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 9-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 | $18,237 | $74,927-75.7% | $101,794-82.1% | $84,808-78.5% |
| Participation rate | 91.3% | 61.4%+29.9pp | 69.2%+22.1pp | 68.3%+23.0pp |
| Annual return | 18.89% | 18.70%+0.2pp | 30.53%-11.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $949 | $1,522-37.6% | $2,289-58.5% | $2,631-63.9% |
| Participant deferral / active EE | $2,001 | $3,099-35.4% | $4,084-51.0% | $4,212-52.5% |
| Admin fee / account holder | $720 | $6,514-88.9% | $8,777-91.8% | $7,344-90.2% |