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 | $20,457 | $81,460-74.9% | $103,333-80.2% | $80,856-74.7% |
| Participation rate | 97.1% | 66.8%+30.3pp | 74.5%+22.6pp | 67.6%+29.5pp |
| Annual return | 13.14% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,064 | $3,105-33.5% | $3,868-46.6% | $2,755-25.1% |
| Participant deferral / active EE | $4,329 | $3,869+11.9% | $5,057-14.4% | $4,296+0.8% |
| Admin fee / account holder | $2,042 | $6,566-68.9% | $8,355-75.6% | $6,918-70.5% |