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 | $23,264 | $72,492-67.9% | $87,100-73.3% | $72,985-68.1% |
| Participation rate | 86.8% | 72.8%+14.0pp | 76.9%+10.0pp | 69.5%+17.4pp |
| Annual return | 21.51% | 24.46%-2.9pp | 28.19%-6.7pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,964 | $1,894+56.5% | $2,521+17.6% | $2,440+21.5% |
| Participant deferral / active EE | $6,043 | $3,270+84.8% | $4,049+49.3% | $3,607+67.5% |
| Admin fee / account holder | $6,291 | $5,055+24.5% | $7,497-16.1% | $5,124+22.8% |