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 | $26,467 | $95,803-72.4% | $113,168-76.6% | $84,808-68.8% |
| Participation rate | 88.2% | 72.9%+15.4pp | 76.6%+11.7pp | 68.3%+19.9pp |
| Annual return | 19.26% | 25.00%-5.7pp | 24.27%-5.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,850 | $2,360-21.6% | $2,975-37.8% | $2,631-29.7% |
| Participant deferral / active EE | $3,020 | $4,242-28.8% | $5,107-40.9% | $4,212-28.3% |
| Admin fee / account holder | $575 | $8,989-93.6% | $12,068-95.2% | $7,344-92.2% |