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 | $22,772 | $67,606-66.3% | $82,313-72.3% | $70,131-67.5% |
| Participation rate | 82.4% | 72.8%+9.6pp | 76.9%+5.5pp | 69.5%+12.8pp |
| Annual return | 13.59% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,308 | $1,755-25.5% | $2,428-46.2% | $2,342-44.2% |
| Participant deferral / active EE | $1,747 | $2,987-41.5% | $3,706-52.9% | $3,332-47.6% |
| Admin fee / account holder | $1,852 | $4,512-58.9% | $5,608-67.0% | $4,645-60.1% |