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 | $39,580 | $138,347-71.4% | $184,203-78.5% | $80,856-51.0% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.6%+18.1pp |
| Annual return | 18.41% | 20.02%-1.6pp | 28.81%-10.4pp | 35.59%-17.2pp |
| Employer contribution / active EE | $2,425 | $4,850-50.0% | $6,427-62.3% | $2,755-12.0% |
| Participant deferral / active EE | $7,377 | $7,071+4.3% | $9,131-19.2% | $4,296+71.7% |
| Admin fee / account holder | $856 | $10,483-91.8% | $13,901-93.8% | $6,918-87.6% |