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 | $21,102 | $78,422-73.1% | $95,952-78.0% | $79,858-73.6% |
| Participation rate | 79.3% | 73.5%+5.8pp | 77.1%+2.2pp | 69.6%+9.7pp |
| Annual return | 24.30% | 19.37%+4.9pp | 91.61%-67.3pp | 31.71%-7.4pp |
| Employer contribution / active EE | $2,339 | $1,945+20.3% | $2,541-7.9% | $2,471-5.3% |
| Participant deferral / active EE | $4,380 | $3,440+27.3% | $4,167+5.1% | $3,740+17.1% |
| Admin fee / account holder | $1,774 | $5,622-68.5% | $6,795-73.9% | $5,306-66.6% |