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 | $18,260 | $67,606-73.0% | $82,313-77.8% | $70,131-74.0% |
| Participation rate | 72.9% | 72.8%+0.1pp | 76.9%-4.0pp | 69.5%+3.3pp |
| Annual return | 17.08% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $408 | $1,755-76.7% | $2,428-83.2% | $2,342-82.6% |
| Participant deferral / active EE | $2,537 | $2,987-15.1% | $3,706-31.5% | $3,332-23.8% |
| Admin fee / account holder | $684 | $4,512-84.8% | $5,608-87.8% | $4,645-85.3% |