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 | $12,664 | $109,881-88.5% | $150,045-91.6% | $84,808-85.1% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 17.05% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,729 | $3,561-51.4% | $4,693-63.1% | $2,631-34.3% |
| Participant deferral / active EE | $3,077 | $6,636-53.6% | $7,997-61.5% | $4,212-27.0% |
| Admin fee / account holder | $3,010 | $8,568-64.9% | $13,435-77.6% | $7,344-59.0% |