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 | $14,811 | $72,492-79.6% | $87,100-83.0% | $72,985-79.7% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 19.30% | 24.46%-5.2pp | 28.19%-8.9pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,636 | $1,894-13.6% | $2,521-35.1% | $2,440-32.9% |
| Participant deferral / active EE | $1,906 | $3,270-41.7% | $4,049-52.9% | $3,607-47.2% |
| Admin fee / account holder | $1,182 | $5,055-76.6% | $7,497-84.2% | $5,124-76.9% |