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 | $23,808 | $72,492-67.2% | $87,100-72.7% | $72,985-67.4% |
| Participation rate | 78.2% | 72.8%+5.4pp | 76.9%+1.3pp | 69.5%+8.7pp |
| Annual return | 27.07% | 24.46%+2.6pp | 28.19%-1.1pp | 81.00%-53.9pp |
| Employer contribution / active EE | $579 | $1,894-69.4% | $2,521-77.0% | $2,440-76.3% |
| Participant deferral / active EE | $3,785 | $3,270+15.8% | $4,049-6.5% | $3,607+4.9% |
| Admin fee / account holder | $1,587 | $5,055-68.6% | $7,497-78.8% | $5,124-69.0% |