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 | $22,551 | $83,477-73.0% | $125,175-82.0% | $72,985-69.1% |
| Participation rate | 87.8% | 73.3%+14.5pp | 79.8%+8.1pp | 69.5%+18.4pp |
| Annual return | 22.72% | 25.78%-3.1pp | 43.79%-21.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,496 | $2,345-36.2% | $3,865-61.3% | $2,440-38.7% |
| Participant deferral / active EE | $1,718 | $3,585-52.1% | $4,937-65.2% | $3,607-52.4% |
| Admin fee / account holder | $2,729 | $5,517-50.5% | $9,702-71.9% | $5,124-46.7% |