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 | $40,162 | $123,793-67.6% | $177,821-77.4% | $79,858-49.7% |
| Participation rate | 87.0% | 84.7%+2.3pp | 87.7%-0.8pp | 69.6%+17.3pp |
| Annual return | 20.50% | 22.82%-2.3pp | 48.32%-27.8pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,343 | $4,095-67.2% | $5,918-77.3% | $2,471-45.6% |
| Participant deferral / active EE | $5,416 | $5,956-9.1% | $7,714-29.8% | $3,740+44.8% |
| Admin fee / account holder | $1,779 | $7,243-75.4% | $12,427-85.7% | $5,306-66.5% |