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 | $11,470 | $64,480-82.2% | $81,382-85.9% | $80,856-85.8% |
| Participation rate | 96.4% | 63.9%+32.6pp | 69.5%+26.9pp | 67.6%+28.8pp |
| Annual return | 11.14% | 16.34%-5.2pp | 24.73%-13.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $824 | $1,978-58.3% | $2,463-66.5% | $2,755-70.1% |
| Participant deferral / active EE | $2,393 | $3,094-22.6% | $3,883-38.4% | $4,296-44.3% |
| Admin fee / account holder | $419 | $5,671-92.6% | $5,768-92.7% | $6,918-93.9% |