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 | $12,410 | $98,240-87.4% | $82,313-84.9% | $147,584-91.6% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 22.49% | 30.85%-8.4pp | 25.88%-3.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,149 | $3,192-64.0% | $2,428-52.7% | $4,876-76.4% |
| Participant deferral / active EE | $2,975 | $4,383-32.1% | $3,706-19.7% | $5,439-45.3% |
| Admin fee / account holder | $1,087 | $8,563-87.3% | $5,608-80.6% | $10,885-90.0% |