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 | $16,860 | $57,651-70.8% | $112,229-85.0% | $71,457-76.4% |
| Participation rate | 92.0% | 58.9%+33.1pp | 72.4%+19.6pp | 67.9%+24.1pp |
| Annual return | 19.03% | 18.32%+0.7pp | 30.20%-11.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,370 | $1,913-28.4% | $3,430-60.0% | $2,588-47.0% |
| Participant deferral / active EE | $2,705 | $2,863-5.5% | $4,798-43.6% | $4,289-36.9% |
| Admin fee / account holder | $1,143 | $1,581-27.7% | $7,748-85.2% | $1,587-28.0% |