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 | $19,746 | $70,475-72.0% | $100,516-80.4% | $79,858-75.3% |
| Participation rate | 81.3% | 73.7%+7.6pp | 79.4%+1.8pp | 69.6%+11.6pp |
| Annual return | 18.35% | 21.90%-3.5pp | 30.89%-12.5pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,063 | $2,165-50.9% | $3,418-68.9% | $2,471-57.0% |
| Participant deferral / active EE | $3,514 | $5,181-32.2% | $6,270-44.0% | $3,740-6.1% |
| Admin fee / account holder | $2,712 | $4,478-39.5% | $8,081-66.4% | $5,306-48.9% |