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 | $10,906 | $65,365-83.3% | $92,893-88.3% | $72,985-85.1% |
| Participation rate | 86.2% | 68.3%+17.9pp | 76.0%+10.2pp | 69.5%+16.7pp |
| Annual return | 21.16% | 42.10%-20.9pp | 109.41%-88.3pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,012 | $2,594-61.0% | $3,653-72.3% | $2,440-58.5% |
| Participant deferral / active EE | $1,946 | $3,128-37.8% | $4,236-54.1% | $3,607-46.0% |
| Admin fee / account holder | $1,093 | $4,251-74.3% | $5,794-81.1% | $5,124-78.7% |