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 | $9,645 | $55,706-82.7% | $75,886-87.3% | $72,985-86.8% |
| Participation rate | 84.6% | 61.1%+23.5pp | 69.3%+15.3pp | 69.5%+15.1pp |
| Annual return | 24.44% | 27.59%-3.2pp | 30.76%-6.3pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,339 | $1,687-20.6% | $2,500-46.4% | $2,440-45.1% |
| Participant deferral / active EE | $2,339 | $2,634-11.2% | $3,603-35.1% | $3,607-35.2% |
| Admin fee / account holder | $2,115 | $3,978-46.8% | $5,418-61.0% | $5,124-58.7% |