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 | $20,407 | $83,477-75.6% | $125,175-83.7% | $72,985-72.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.82% | 25.78%-1.0pp | 43.79%-19.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,709 | $2,345-27.1% | $3,865-55.8% | $2,440-29.9% |
| Participant deferral / active EE | $3,733 | $3,585+4.1% | $4,937-24.4% | $3,607+3.5% |
| Admin fee / account holder | $686 | $5,517-87.6% | $9,702-92.9% | $5,124-86.6% |