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 5-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 | $33,633 | $148,978-77.4% | $200,582-83.2% | $84,808-60.3% |
| Participation rate | 84.4% | 84.2%+0.1pp | 86.9%-2.5pp | 68.3%+16.1pp |
| Annual return | 15.75% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,437 | $4,815-49.4% | $6,419-62.0% | $2,631-7.4% |
| Participant deferral / active EE | $5,236 | $7,142-26.7% | $9,331-43.9% | $4,212+24.3% |
| Admin fee / account holder | $8,879 | $13,977-36.5% | $16,305-45.5% | $7,344+20.9% |