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 | $17,346 | $81,460-78.7% | $103,333-83.2% | $80,856-78.5% |
| Participation rate | 97.5% | 66.8%+30.7pp | 74.5%+23.0pp | 67.6%+29.9pp |
| Annual return | 14.28% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,212 | $3,105-28.8% | $3,868-42.8% | $2,755-19.7% |
| Participant deferral / active EE | $4,608 | $3,869+19.1% | $5,057-8.9% | $4,296+7.3% |
| Admin fee / account holder | $1,597 | $6,566-75.7% | $8,355-80.9% | $6,918-76.9% |