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 | $30,515 | $95,803-68.1% | $113,168-73.0% | $84,808-64.0% |
| Participation rate | 82.9% | 72.9%+10.0pp | 76.6%+6.3pp | 68.3%+14.5pp |
| Annual return | 17.24% | 25.00%-7.8pp | 24.27%-7.0pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,091 | $2,360-53.8% | $2,975-63.3% | $2,631-58.5% |
| Participant deferral / active EE | $2,133 | $4,242-49.7% | $5,107-58.2% | $4,212-49.4% |
| Admin fee / account holder | $1,026 | $8,989-88.6% | $12,068-91.5% | $7,344-86.0% |