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 | $15,753 | $162,781-90.3% | $133,956-88.2% | $158,922-90.1% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 13.55% | 41.94%-28.4pp | 45.09%-31.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,772 | $4,975-64.4% | $3,919-54.8% | $4,761-62.8% |
| Participant deferral / active EE | $2,700 | $5,911-54.3% | $5,048-46.5% | $5,982-54.9% |
| Admin fee / account holder | $1,939 | $11,736-83.5% | $8,927-78.3% | $11,246-82.8% |