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 | $27,856 | $91,552-69.6% | $133,956-79.2% | $79,858-65.1% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | 16.45% | 61.85%-45.4pp | 45.09%-28.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $659 | $2,384-72.4% | $3,919-83.2% | $2,471-73.3% |
| Participant deferral / active EE | $2,497 | $3,733-33.1% | $5,048-50.5% | $3,740-33.2% |
| Admin fee / account holder | $742 | $6,321-88.3% | $8,927-91.7% | $5,306-86.0% |