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 5-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 | $12,742 | $80,968-84.3% | $96,544-86.8% | $75,163-83.0% |
| Participation rate | 70.4% | 71.8%-1.4pp | 76.0%-5.6pp | 67.2%+3.2pp |
| Annual return | 22.13% | 27.06%-4.9pp | 25.84%-3.7pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,450 | $2,282-36.4% | $2,965-51.1% | $2,670-45.7% |
| Participant deferral / active EE | $2,408 | $3,928-38.7% | $4,851-50.4% | $4,125-41.6% |
| Admin fee / account holder | $1,990 | $6,724-70.4% | $8,252-75.9% | $5,651-64.8% |