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 | $17,154 | $73,933-76.8% | $96,683-82.3% | $75,163-77.2% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 19.20% | 26.70%-7.5pp | 35.69%-16.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,954 | $2,928-33.3% | $3,737-47.7% | $2,670-26.8% |
| Participant deferral / active EE | $5,101 | $3,659+39.4% | $4,878+4.6% | $4,125+23.7% |
| Admin fee / account holder | $4,070 | $5,216-22.0% | $6,730-39.5% | $5,651-28.0% |