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 | $18,892 | $148,978-87.3% | $200,582-90.6% | $84,808-77.7% |
| Participation rate | 95.0% | 84.2%+10.8pp | 86.9%+8.1pp | 68.3%+26.7pp |
| Annual return | 19.24% | 28.16%-8.9pp | 42.33%-23.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,092 | $4,815-35.8% | $6,419-51.8% | $2,631+17.5% |
| Participant deferral / active EE | $6,446 | $7,142-9.7% | $9,331-30.9% | $4,212+53.1% |
| Admin fee / account holder | $4,610 | $13,977-67.0% | $16,305-71.7% | $7,344-37.2% |