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 | $25,260 | $67,606-62.6% | $82,313-69.3% | $70,131-64.0% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 19.81% | 21.57%-1.8pp | 25.88%-6.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $1,823 | $1,755+3.9% | $2,428-24.9% | $2,342-22.2% |
| Participant deferral / active EE | $4,679 | $2,987+56.6% | $3,706+26.2% | $3,332+40.4% |
| Admin fee / account holder | $991 | $4,512-78.0% | $5,608-82.3% | $4,645-78.7% |